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 5-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 | $64,464 | $95,561-32.5% | $77,163-16.5% | $139,434-53.8% |
| Participation rate | 66.7% | 73.9%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 18.79% | 54.92%-36.1pp | 37.87%-19.1pp | 372.94%-354.2pp |
| Employer contribution / active EE | $760 | $3,147-75.9% | $2,535-70.0% | $4,751-84.0% |
| Participant deferral / active EE | $6,853 | $4,624+48.2% | $3,833+78.8% | $6,710+2.1% |
| Admin fee / account holder | $238 | $8,295-97.1% | $5,472-95.7% | $11,403-97.9% |