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 | $26,501 | $110,261-76.0% | $95,745-72.3% | $139,434-81.0% |
| Participation rate | 58.3% | 75.8%-17.4pp | 72.3%-13.9pp | 80.3%-22.0pp |
| Annual return | 22.83% | 27.11%-4.3pp | 28.35%-5.5pp | 372.94%-350.1pp |
| Employer contribution / active EE | $2,186 | $3,257-32.9% | $2,835-22.9% | $4,751-54.0% |
| Participant deferral / active EE | $4,721 | $4,676+1.0% | $4,245+11.2% | $6,710-29.6% |
| Admin fee / account holder | $240 | $6,613-96.4% | $5,678-95.8% | $11,403-97.9% |