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 | $31,368 | $165,984-81.1% | $164,813-81.0% | $145,922-78.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 16.34% | 100.03%-83.7pp | 69.93%-53.6pp | 561.29%-544.9pp |
| Employer contribution / active EE | $4,690 | $5,273-11.1% | $4,341+8.0% | $4,660+0.7% |
| Participant deferral / active EE | $8,273 | $6,959+18.9% | $6,031+37.2% | $6,688+23.7% |
| Admin fee / account holder | $88 | $16,648-99.5% | $12,690-99.3% | $13,397-99.3% |