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 | $33,878 | $110,261-69.3% | $95,745-64.6% | $139,434-75.7% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 21.48% | 27.11%-5.6pp | 28.35%-6.9pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,640 | $3,257-49.6% | $2,835-42.1% | $4,751-65.5% |
| Participant deferral / active EE | $4,447 | $4,676-4.9% | $4,245+4.8% | $6,710-33.7% |
| Admin fee / account holder | $56 | $6,613-99.2% | $5,678-99.0% | $11,403-99.5% |