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 7-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 | $33,354 | $127,386-73.8% | $115,037-71.0% | $125,391-73.4% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -1.28% | 31.28%-32.6pp | 26.14%-27.4pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,666 | $5,166-67.8% | $4,608-63.9% | $4,866-65.8% |
| Participant deferral / active EE | $5,351 | $6,423-16.7% | $6,026-11.2% | $5,3520% |
| Admin fee / account holder | $27 | $9,516-99.7% | $8,175-99.7% | $9,540-99.7% |