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 | $25,788 | $118,450-78.2% | $98,439-73.8% | $139,434-81.5% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 23.97% | 18.94%+5.0pp | 21.16%+2.8pp | 372.94%-349.0pp |
| Employer contribution / active EE | $2,606 | $3,609-27.8% | $3,048-14.5% | $4,751-45.2% |
| Participant deferral / active EE | $4,409 | $5,392-18.2% | $4,738-6.9% | $6,710-34.3% |
| Admin fee / account holder | $20 | $14,026-99.9% | $8,948-99.8% | $11,403-99.8% |