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 | $35,740 | $78,672-54.6% | $109,143-67.3% | $85,850-58.4% |
| Participation rate | 68.9% | 68.3%+0.6pp | 75.9%-7.0pp | 69.3%-0.4pp |
| Annual return | 15.92% | 25.09%-9.2pp | 25.75%-9.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2,364 | $2,735-13.5% | $3,722-36.5% | $2,565-7.8% |
| Participant deferral / active EE | $3,863 | $3,467+11.4% | $4,653-17.0% | $3,952-2.2% |
| Admin fee / account holder | $260 | $5,469-95.3% | $6,752-96.2% | $6,260-95.9% |