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 | $90,847 | $99,918-9.1% | $81,382+11.6% | $145,922-37.7% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 10.56% | 34.32%-23.8pp | 24.73%-14.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $831 | $2,978-72.1% | $2,463-66.3% | $4,660-82.2% |
| Participant deferral / active EE | $4,163 | $4,605-9.6% | $3,883+7.2% | $6,688-37.8% |
| Admin fee / account holder | $13 | $8,212-99.8% | $5,768-99.8% | $13,397-99.9% |