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 | $60,801 | $109,881-44.7% | $150,045-59.5% | $84,808-28.3% |
| Participation rate | 59.5% | 76.1%-16.6pp | 82.3%-22.8pp | 68.3%-8.8pp |
| Annual return | 22.52% | 28.25%-5.7pp | 62.55%-40.0pp | 40.90%-18.4pp |
| Employer contribution / active EE | $2,878 | $3,561-19.2% | $4,693-38.7% | $2,631+9.4% |
| Participant deferral / active EE | $5,829 | $6,636-12.2% | $7,997-27.1% | $4,212+38.4% |
| Admin fee / account holder | $224 | $8,568-97.4% | $13,435-98.3% | $7,344-96.9% |