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 | $47,336 | $69,207-31.6% | $64,056-26.1% | $139,434-66.1% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 22.88% | 45.88%-23.0pp | 33.69%-10.8pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,502 | $3,182-52.8% | $2,747-45.3% | $4,751-68.4% |
| Participant deferral / active EE | $7,298 | $4,682+55.9% | $3,880+88.1% | $6,710+8.8% |
| Admin fee / account holder | $159 | $4,244-96.3% | $3,068-94.8% | $11,403-98.6% |