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 8-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 | $41,519 | $136,179-69.5% | $98,755-58.0% | $167,490-75.2% |
| Participation rate | 68.8% | 70.2%-1.5pp | 65.7%+3.0pp | 82.1%-13.4pp |
| Annual return | 8.30% | 67.53%-59.2pp | 49.91%-41.6pp | 478.56%-470.3pp |
| Employer contribution / active EE | $2,025 | $2,631-23.1% | $2,067-2.1% | $4,837-58.1% |
| Participant deferral / active EE | $5,087 | $3,716+36.9% | $3,035+67.6% | $6,341-19.8% |
| Admin fee / account holder | $6 | $5,031-99.9% | $4,076-99.9% | $12,309-100.0% |