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 | $28,429 | $81,460-65.1% | $103,333-72.5% | $80,856-64.8% |
| Participation rate | 69.0% | 66.8%+2.1pp | 74.5%-5.5pp | 67.6%+1.3pp |
| Annual return | 15.71% | 25.55%-9.8pp | 24.88%-9.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,340 | $3,105-24.6% | $3,868-39.5% | $2,755-15.1% |
| Participant deferral / active EE | $5,806 | $3,869+50.1% | $5,057+14.8% | $4,296+35.2% |
| Admin fee / account holder | $128 | $6,566-98.0% | $8,355-98.5% | $6,918-98.1% |