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 | $38,996 | $68,719-43.3% | $91,541-57.4% | $84,808-54.0% |
| Participation rate | 66.7% | 64.5%+2.2pp | 69.8%-3.1pp | 68.3%-1.6pp |
| Annual return | 17.41% | 19.12%-1.7pp | 20.50%-3.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,202 | $1,920+14.7% | $2,505-12.1% | $2,631-16.3% |
| Participant deferral / active EE | $4,093 | $3,136+30.5% | $4,008+2.1% | $4,212-2.8% |
| Admin fee / account holder | $138 | $5,786-97.6% | $6,956-98.0% | $7,344-98.1% |