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 | $67,011 | $111,814-40.1% | $103,374-35.2% | $145,959-54.1% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.0pp |
| Annual return | 14.47% | 24.77%-10.3pp | 24.89%-10.4pp | 561.95%-547.5pp |
| Employer contribution / active EE | $1,062 | $4,214-74.8% | $3,869-72.6% | $4,661-77.2% |
| Participant deferral / active EE | $6,087 | $5,618+8.3% | $5,058+20.3% | $6,689-9.0% |
| Admin fee / account holder | $20 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |