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 | $95,266-22.0% | $82,389-9.8% | $142,382-47.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 15.19% | 25.74%-10.5pp | 28.67%-13.5pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,529 | $2,991+84.8% | $2,517+119.7% | $4,299+28.6% |
| Participant deferral / active EE | $11,117 | $4,809+131.2% | $4,155+167.6% | $6,507+70.8% |
| Admin fee / account holder | $166 | $8,563-98.1% | $7,231-97.7% | $12,624-98.7% |