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 | $43,767 | $87,166-49.8% | $76,735-43.0% | $137,256-68.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 20.95% | 26.50%-5.5pp | 29.77%-8.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,255 | $2,904-22.3% | $2,454-8.1% | $4,156-45.7% |
| Participant deferral / active EE | $5,848 | $4,726+23.7% | $4,088+43.0% | $6,407-8.7% |
| Admin fee / account holder | $20 | $8,403-99.8% | $7,189-99.7% | $12,270-99.8% |