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 | $37,248 | $106,515-65.0% | $96,683-61.5% | $139,434-73.3% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 26.01% | 38.43%-12.4pp | 35.69%-9.7pp | 372.94%-346.9pp |
| Employer contribution / active EE | $2,315 | $4,103-43.6% | $3,737-38.0% | $4,751-51.3% |
| Participant deferral / active EE | $5,596 | $5,454+2.6% | $4,878+14.7% | $6,710-16.6% |
| Admin fee / account holder | $289 | $7,877-96.3% | $6,730-95.7% | $11,403-97.5% |