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 | $52,956 | $106,515-50.3% | $96,683-45.2% | $139,434-62.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 20.00% | 38.43%-18.4pp | 35.69%-15.7pp | 372.94%-352.9pp |
| Employer contribution / active EE | $6,941 | $4,103+69.2% | $3,737+85.7% | $4,751+46.1% |
| Participant deferral / active EE | $4,209 | $5,454-22.8% | $4,878-13.7% | $6,710-37.3% |
| Admin fee / account holder | $21 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |