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 4-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 | $23,401 | $51,576-54.6% | $129,207-81.9% | $80,856-71.1% |
| Participation rate | 44.9% | 57.0%-12.1pp | 69.6%-24.7pp | 67.6%-22.8pp |
| Annual return | 20.78% | 20.81%0pp | 9417.33%-9396.5pp | 35.59%-14.8pp |
| Employer contribution / active EE | $2,115 | $1,584+33.5% | $4,153-49.1% | $2,755-23.2% |
| Participant deferral / active EE | $3,705 | $2,669+38.8% | $4,168-11.1% | $4,296-13.8% |
| Admin fee / account holder | $215 | $4,305-95.0% | $7,715-97.2% | $6,918-96.9% |