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 3-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 | $78,253 | $117,983-33.7% | $101,794-23.1% | $142,382-45.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 18.84% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,955 | $2,773+6.6% | $2,289+29.1% | $4,299-31.3% |
| Participant deferral / active EE | $8,979 | $4,714+90.5% | $4,084+119.9% | $6,507+38.0% |
| Admin fee / account holder | $282 | $10,433-97.3% | $8,777-96.8% | $12,624-97.8% |