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 | $51,557 | $111,754-53.9% | $103,333-50.1% | $145,922-64.7% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 14.15% | 24.77%-10.6pp | 24.88%-10.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,733 | $4,212-58.9% | $3,868-55.2% | $4,660-62.8% |
| Participant deferral / active EE | $3,652 | $5,619-35.0% | $5,057-27.8% | $6,688-45.4% |
| Admin fee / account holder | $122 | $9,750-98.7% | $8,355-98.5% | $13,397-99.1% |