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 | $43,854 | $110,257-60.2% | $96,544-54.6% | $139,434-68.5% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | 14.96% | 26.32%-11.4pp | 25.84%-10.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $884 | $3,620-75.6% | $2,965-70.2% | $4,751-81.4% |
| Participant deferral / active EE | $5,280 | $5,548-4.8% | $4,851+8.8% | $6,710-21.3% |
| Admin fee / account holder | $12 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |