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 10-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 | $58,576 | $98,240-40.4% | $82,313-28.8% | $147,584-60.3% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 28.16% | 30.85%-2.7pp | 25.88%+2.3pp | 578.55%-550.4pp |
| Employer contribution / active EE | $9,102 | $3,192+185.2% | $2,428+274.8% | $4,876+86.7% |
| Participant deferral / active EE | $4,443 | $4,383+1.4% | $3,706+19.9% | $5,439-18.3% |
| Admin fee / account holder | $160 | $8,563-98.1% | $5,608-97.1% | $10,885-98.5% |