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 | $55,223 | $110,257-49.9% | $96,544-42.8% | $139,434-60.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 20.97% | 26.32%-5.3pp | 25.84%-4.9pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,450 | $3,620-32.3% | $2,965-17.4% | $4,751-48.4% |
| Participant deferral / active EE | $10,994 | $5,548+98.2% | $4,851+126.6% | $6,710+63.8% |
| Admin fee / account holder | $194 | $11,591-98.3% | $8,252-97.6% | $11,403-98.3% |