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 | $103,204 | $95,266+8.3% | $82,389+25.3% | $142,382-27.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 21.51% | 25.74%-4.2pp | 28.67%-7.2pp | 217.08%-195.6pp |
| Employer contribution / active EE | $4,075 | $2,991+36.2% | $2,517+61.9% | $4,299-5.2% |
| Participant deferral / active EE | $6,596 | $4,809+37.2% | $4,155+58.8% | $6,507+1.4% |
| Admin fee / account holder | $90 | $8,563-99.0% | $7,231-98.8% | $12,624-99.3% |