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 | $55,795 | $44,960+24.1% | $84,966-34.3% | $74,495-25.1% |
| Participation rate | 24.0% | 49.4%-25.3pp | 67.5%-43.5pp | 67.2%-43.2pp |
| Annual return | 35.76% | 26.24%+9.5pp | 66.38%-30.6pp | 1364.94%-1329.2pp |
| Employer contribution / active EE | $1,340 | $1,457-8.0% | $2,727-50.9% | $2,623-48.9% |
| Participant deferral / active EE | $3,052 | $2,731+11.8% | $4,519-32.5% | $4,346-29.8% |
| Admin fee / account holder | $215 | $2,209-90.3% | $6,149-96.5% | $1,942-88.9% |