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 | $31,008 | $116,175-73.3% | $93,606-66.9% | $152,861-79.7% |
| Participation rate | 66.7% | 78.0%-11.4pp | 75.8%-9.2pp | 82.4%-15.8pp |
| Annual return | 40.96% | 35.96%+5.0pp | 32.76%+8.2pp | 345.32%-304.4pp |
| Employer contribution / active EE | $1,618 | $3,218-49.7% | $2,718-40.5% | $4,762-66.0% |
| Participant deferral / active EE | $8,273 | $4,603+79.7% | $4,069+103.3% | $5,850+41.4% |
| Admin fee / account holder | $63 | $10,748-99.4% | $7,888-99.2% | $11,596-99.5% |