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 | $161,352-61.0% | $134,172-53.1% | $137,256-54.1% |
| Participation rate | 11.8% | 78.3%-66.5pp | 72.5%-60.7pp | 80.0%-68.2pp |
| Annual return | 23.07% | 28.72%-5.6pp | 25.30%-2.2pp | 220.34%-197.3pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,489 | $5,552-73.2% | $4,690-68.3% | $6,407-76.8% |
| Admin fee / account holder | $228 | $15,028-98.5% | $12,016-98.1% | $12,270-98.1% |