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 4-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 | $67,546 | $154,228-56.2% | $145,433-53.6% | $137,256-50.8% |
| Participation rate | 58.3% | 83.8%-25.5pp | 82.1%-23.8pp | 80.0%-21.6pp |
| Annual return | 23.68% | 74.59%-50.9pp | 66.58%-42.9pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,386 | $4,804-71.1% | $4,554-69.6% | $4,156-66.7% |
| Participant deferral / active EE | $7,321 | $8,216-10.9% | $7,897-7.3% | $6,407+14.3% |
| Admin fee / account holder | $13 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |