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 9-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 | $77,103 | $106,515-27.6% | $96,683-20.3% | $139,434-44.7% |
| Participation rate | 27.3% | 77.8%-50.6pp | 74.3%-47.1pp | 80.3%-53.0pp |
| Annual return | 20.62% | 38.43%-17.8pp | 35.69%-15.1pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,017 | $4,103-75.2% | $3,737-72.8% | $4,751-78.6% |
| Participant deferral / active EE | $3,204 | $5,454-41.3% | $4,878-34.3% | $6,710-52.3% |
| Admin fee / account holder | $31 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |