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 | $41,425 | $110,257-62.4% | $96,544-57.1% | $139,434-70.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 23.80% | 26.32%-2.5pp | 25.84%-2.0pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,737 | $3,620-52.0% | $2,965-41.4% | $4,751-63.4% |
| Participant deferral / active EE | $9,362 | $5,548+68.8% | $4,851+93.0% | $6,710+39.5% |
| Admin fee / account holder | $144 | $11,591-98.8% | $8,252-98.3% | $11,403-98.7% |