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 | $74,295 | $87,166-14.8% | $76,735-3.2% | $137,256-45.9% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 15.19% | 26.50%-11.3pp | 29.77%-14.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $5,529 | $2,904+90.4% | $2,454+125.3% | $4,156+33.0% |
| Participant deferral / active EE | $11,117 | $4,726+135.2% | $4,088+172.0% | $6,407+73.5% |
| Admin fee / account holder | $166 | $8,403-98.0% | $7,189-97.7% | $12,270-98.6% |