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 | $47,555 | $117,983-59.7% | $101,794-53.3% | $142,382-66.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 22.23% | 36.92%-14.7pp | 30.53%-8.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,816 | $2,773-34.5% | $2,289-20.6% | $4,299-57.8% |
| Participant deferral / active EE | $6,987 | $4,714+48.2% | $4,084+71.1% | $6,507+7.4% |
| Admin fee / account holder | $179 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |