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 | $46,842 | $89,753-47.8% | $107,525-56.4% | $84,808-44.8% |
| Participation rate | 56.3% | 68.1%-11.8pp | 75.1%-18.8pp | 68.3%-12.1pp |
| Annual return | 37.99% | 29.48%+8.5pp | 181.32%-143.3pp | 40.90%-2.9pp |
| Employer contribution / active EE | $2,144 | $3,113-31.1% | $3,754-42.9% | $2,631-18.5% |
| Participant deferral / active EE | $4,974 | $4,056+22.6% | $5,116-2.8% | $4,212+18.1% |
| Admin fee / account holder | $252 | $7,222-96.5% | $8,919-97.2% | $7,344-96.6% |