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 | $67,954 | $175,202-61.2% | $149,673-54.6% | $139,434-51.3% |
| Participation rate | 34.8% | 83.4%-48.6pp | 78.8%-44.0pp | 80.3%-45.5pp |
| Annual return | 14.52% | 166.71%-152.2pp | 134.42%-119.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,143 | $5,474-79.1% | $4,818-76.3% | $4,751-75.9% |
| Participant deferral / active EE | $3,754 | $6,519-42.4% | $5,680-33.9% | $6,710-44.1% |
| Admin fee / account holder | $241 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |