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 | $123,691 | $111,814+10.6% | $103,374+19.7% | $145,959-15.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 14.25% | 24.77%-10.5pp | 24.89%-10.6pp | 561.95%-547.7pp |
| Employer contribution / active EE | $988 | $4,214-76.6% | $3,869-74.5% | $4,661-78.8% |
| Participant deferral / active EE | $4,008 | $5,618-28.7% | $5,058-20.7% | $6,689-40.1% |
| Admin fee / account holder | $25 | $9,754-99.7% | $8,394-99.7% | $13,398-99.8% |