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 | $40,552 | $93,571-56.7% | $135,903-70.2% | $75,163-46.0% |
| Participation rate | 69.2% | 75.2%-5.9pp | 81.9%-12.7pp | 67.2%+2.0pp |
| Annual return | 22.77% | 30.90%-8.1pp | 68.23%-45.5pp | 160.62%-137.8pp |
| Employer contribution / active EE | $2,437 | $3,537-31.1% | $4,856-49.8% | $2,670-8.7% |
| Participant deferral / active EE | $6,998 | $6,404+9.3% | $7,758-9.8% | $4,125+69.6% |
| Admin fee / account holder | $143 | $6,975-97.9% | $10,762-98.7% | $5,651-97.5% |