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 | $62,937 | $163,101-61.4% | $136,749-54.0% | $142,382-55.8% |
| Participation rate | 11.8% | 78.2%-66.5pp | 72.1%-60.4pp | 80.1%-68.4pp |
| Annual return | 23.07% | 27.54%-4.5pp | 24.33%-1.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,489 | $5,585-73.3% | $4,692-68.3% | $6,507-77.1% |
| Admin fee / account holder | $228 | $14,318-98.4% | $11,386-98.0% | $12,624-98.2% |