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 | $133,526 | $110,261+21.1% | $95,745+39.5% | $139,434-4.2% |
| Participation rate | 62.5% | 75.8%-13.3pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 49.25% | 27.11%+22.1pp | 28.35%+20.9pp | 372.94%-323.7pp |
| Employer contribution / active EE | $474 | $3,257-85.5% | $2,835-83.3% | $4,751-90.0% |
| Participant deferral / active EE | $1,679 | $4,676-64.1% | $4,245-60.4% | $6,710-75.0% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |