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 8-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 | $32,338 | $61,605-47.5% | $112,229-71.2% | $75,163-57.0% |
| Participation rate | 66.7% | 61.7%+5.0pp | 72.4%-5.8pp | 67.2%-0.5pp |
| Annual return | 21.65% | 28.47%-6.8pp | 30.20%-8.5pp | 160.62%-139.0pp |
| Employer contribution / active EE | $2,021 | $2,015+0.3% | $3,430-41.1% | $2,670-24.3% |
| Participant deferral / active EE | $3,498 | $3,108+12.5% | $4,798-27.1% | $4,125-15.2% |
| Admin fee / account holder | $176 | $4,862-96.4% | $7,748-97.7% | $5,651-96.9% |