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 | $28,546 | $106,515-73.2% | $96,683-70.5% | $139,434-79.5% |
| Participation rate | 68.8% | 77.8%-9.1pp | 74.3%-5.6pp | 80.3%-11.6pp |
| Annual return | 40.26% | 38.43%+1.8pp | 35.69%+4.6pp | 372.94%-332.7pp |
| Employer contribution / active EE | $2,775 | $4,103-32.4% | $3,737-25.7% | $4,751-41.6% |
| Participant deferral / active EE | $5,659 | $5,454+3.8% | $4,878+16.0% | $6,710-15.7% |
| Admin fee / account holder | $97 | $7,877-98.8% | $6,730-98.6% | $11,403-99.2% |