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 3-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 | $39,882 | $95,266-58.1% | $82,389-51.6% | $142,382-72.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 19.78% | 25.74%-6.0pp | 28.67%-8.9pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,612 | $2,991-46.1% | $2,517-36.0% | $4,299-62.5% |
| Participant deferral / active EE | $6,100 | $4,809+26.8% | $4,155+46.8% | $6,507-6.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |