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 | $41,851 | $106,749-60.8% | $145,433-71.2% | $82,448-49.2% |
| Participation rate | 68.0% | 75.6%-7.6pp | 82.1%-14.1pp | 68.1%-0.1pp |
| Annual return | 24.30% | 27.59%-3.3pp | 66.58%-42.3pp | 41.64%-17.3pp |
| Employer contribution / active EE | $4,049 | $3,444+17.5% | $4,554-11.1% | $2,551+58.7% |
| Participant deferral / active EE | $5,727 | $6,519-12.1% | $7,897-27.5% | $4,139+38.4% |
| Admin fee / account holder | $239 | $8,390-97.2% | $13,129-98.2% | $7,234-96.7% |