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 8-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 | $33,252 | $95,416-65.2% | $185,823-82.1% | $85,850-61.3% |
| Participation rate | 67.6% | 68.8%-1.1pp | 81.7%-14.1pp | 69.3%-1.7pp |
| Annual return | 14.87% | 23.59%-8.7pp | 122.05%-107.2pp | 318.53%-303.7pp |
| Employer contribution / active EE | $4,961 | $3,314+49.7% | $5,167-4.0% | $2,565+93.4% |
| Participant deferral / active EE | $4,767 | $3,423+39.2% | $5,568-14.4% | $3,952+20.6% |
| Admin fee / account holder | $126 | $7,213-98.3% | $16,237-99.2% | $6,260-98.0% |