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 | $58,536 | $111,814-47.6% | $103,374-43.4% | $145,959-59.9% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 12.25% | 24.77%-12.5pp | 24.89%-12.6pp | 561.95%-549.7pp |
| Employer contribution / active EE | $5,726 | $4,214+35.9% | $3,869+48.0% | $4,661+22.9% |
| Participant deferral / active EE | $6,668 | $5,618+18.7% | $5,058+31.8% | $6,689-0.3% |
| Admin fee / account holder | $230 | $9,754-97.6% | $8,394-97.3% | $13,398-98.3% |