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 7-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 | $7,045 | $115,708-93.9% | $65,255-89.2% | $139,434-94.9% |
| Participation rate | 66.7% | 67.8%-1.2pp | 65.0%+1.7pp | 80.3%-13.7pp |
| Annual return | 17.30% | 31.19%-13.9pp | 47.35%-30.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,182 | $4,240-72.1% | $2,831-58.3% | $6,710-82.4% |
| Admin fee / account holder | $186 | $6,698-97.2% | $4,112-95.5% | $11,403-98.4% |