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 | $45,246 | $65,561-31.0% | $86,188-47.5% | $75,163-39.8% |
| Participation rate | 41.7% | 60.5%-18.8pp | 69.0%-27.3pp | 67.2%-25.5pp |
| Annual return | 17.94% | 46.05%-28.1pp | 1168.45%-1150.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,412 | $1,553-9.1% | $2,380-40.7% | $2,670-47.1% |
| Participant deferral / active EE | $2,619 | $3,024-13.4% | $3,985-34.3% | $4,125-36.5% |
| Admin fee / account holder | $176 | $5,474-96.8% | $6,852-97.4% | $5,651-96.9% |