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 | $98,129 | $57,541+70.5% | $95,745+2.5% | $75,163+30.6% |
| Participation rate | 63.0% | 62.5%+0.5pp | 72.3%-9.3pp | 67.2%-4.2pp |
| Annual return | 15.14% | 34.93%-19.8pp | 28.35%-13.2pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,581 | $1,808-12.5% | $2,835-44.2% | $2,670-40.8% |
| Participant deferral / active EE | $2,237 | $3,074-27.2% | $4,245-47.3% | $4,125-45.8% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,678-100.0% | $5,651-100.0% |