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 | $43,118 | $104,974-58.9% | $95,585-54.9% | $142,382-69.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 24.47% | 210.33%-185.9pp | 38.56%-14.1pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,882 | $2,779-32.3% | $2,527-25.5% | $4,299-56.2% |
| Participant deferral / active EE | $4,875 | $4,352+12.0% | $4,023+21.2% | $6,507-25.1% |
| Admin fee / account holder | $154 | $6,386-97.6% | $6,127-97.5% | $12,624-98.8% |