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 6-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 | $45,112 | $101,618-55.6% | $93,063-51.5% | $137,256-67.1% |
| Participation rate | 69.2% | 74.9%-5.7pp | 72.1%-2.9pp | 80.0%-10.7pp |
| Annual return | 35.34% | 223.95%-188.6pp | 34.15%+1.2pp | 220.34%-185.0pp |
| Employer contribution / active EE | $1,237 | $2,707-54.3% | $2,476-50.0% | $4,156-70.2% |
| Participant deferral / active EE | $2,236 | $4,279-47.8% | $3,958-43.5% | $6,407-65.1% |
| Admin fee / account holder | $19 | $6,198-99.7% | $6,033-99.7% | $12,270-99.8% |