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 | $72,434 | $54,705+32.4% | $71,209+1.7% | $84,808-14.6% |
| Participation rate | 65.5% | 64.1%+1.4pp | 73.8%-8.2pp | 68.3%-2.8pp |
| Annual return | 27.71% | 35.90%-8.2pp | 282.51%-254.8pp | 40.90%-13.2pp |
| Employer contribution / active EE | $612 | $2,158-71.7% | $2,721-77.5% | $2,631-76.8% |
| Participant deferral / active EE | $804 | $3,030-73.5% | $4,175-80.7% | $4,212-80.9% |
| Admin fee / account holder | $204 | $4,863-95.8% | $5,349-96.2% | $7,344-97.2% |