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 | $38,939 | $106,515-63.4% | $96,683-59.7% | $139,434-72.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 20.40% | 38.43%-18.0pp | 35.69%-15.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,534 | $4,103-38.2% | $3,737-32.2% | $4,751-46.7% |
| Participant deferral / active EE | $6,364 | $5,454+16.7% | $4,878+30.5% | $6,710-5.2% |
| Admin fee / account holder | $148 | $7,877-98.1% | $6,730-97.8% | $11,403-98.7% |