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 | $46,686 | $58,627-20.4% | $76,735-39.2% | $82,448-43.4% |
| Participation rate | 67.6% | 63.2%+4.3pp | 69.5%-1.9pp | 68.1%-0.5pp |
| Annual return | 17.74% | 39.10%-21.4pp | 29.77%-12.0pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,999 | $1,729+15.6% | $2,454-18.5% | $2,551-21.6% |
| Participant deferral / active EE | $4,035 | $3,134+28.8% | $4,088-1.3% | $4,139-2.5% |
| Admin fee / account holder | $129 | $5,323-97.6% | $7,189-98.2% | $7,234-98.2% |