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 | $40,646 | $114,381-64.5% | $107,525-62.2% | $142,382-71.5% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 22.00% | 242.71%-220.7pp | 181.32%-159.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,006 | $4,015-50.0% | $3,754-46.6% | $4,299-53.3% |
| Participant deferral / active EE | $6,012 | $5,564+8.0% | $5,116+17.5% | $6,507-7.6% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |