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 5-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 | $65,511 | $73,933-11.4% | $96,683-32.2% | $75,163-12.8% |
| Participation rate | 20.0% | 66.4%-46.4pp | 74.3%-54.3pp | 67.2%-47.2pp |
| Annual return | 34.76% | 26.70%+8.1pp | 35.69%-0.9pp | 160.62%-125.9pp |
| Employer contribution / active EE | $3,028 | $2,928+3.4% | $3,737-19.0% | $2,670+13.4% |
| Participant deferral / active EE | $2,508 | $3,659-31.5% | $4,878-48.6% | $4,125-39.2% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |