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 | $67,828 | $133,922-49.4% | $116,228-41.6% | $142,382-52.4% |
| Participation rate | 53.3% | 77.9%-24.5pp | 74.6%-21.2pp | 80.1%-26.8pp |
| Annual return | 24.93% | 147.76%-122.8pp | 90.06%-65.1pp | 217.08%-192.2pp |
| Employer contribution / active EE | $2,101 | $3,446-39.0% | $2,994-29.8% | $4,299-51.1% |
| Participant deferral / active EE | $6,293 | $5,672+10.9% | $4,953+27.0% | $6,507-3.3% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |