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 | $55,879 | $106,515-47.5% | $96,683-42.2% | $139,434-59.9% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 22.99% | 38.43%-15.4pp | 35.69%-12.7pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,507 | $4,103-38.9% | $3,737-32.9% | $4,751-47.2% |
| Participant deferral / active EE | $9,867 | $5,454+80.9% | $4,878+102.3% | $6,710+47.0% |
| Admin fee / account holder | $42 | $7,877-99.5% | $6,730-99.4% | $11,403-99.6% |