See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,296 | $214,378-47.2% | $200,582-43.5% | $142,382-20.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 17.77% | 46.41%-28.6pp | 42.33%-24.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $8,202 | $6,841+19.9% | $6,419+27.8% | $4,299+90.8% |
| Participant deferral / active EE | $18,331 | $9,865+85.8% | $9,331+96.4% | $6,507+181.7% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |