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 | $54,355 | $154,117-64.7% | $129,995-58.2% | $139,434-61.0% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.3pp | 80.3%-23.2pp |
| Annual return | 19.86% | 32.48%-12.6pp | -137.18%+157.0pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,703 | $5,289-48.9% | $4,320-37.4% | $4,751-43.1% |
| Participant deferral / active EE | $5,506 | $6,710-17.9% | $5,820-5.4% | $6,710-18.0% |
| Admin fee / account holder | $218 | $14,007-98.4% | $10,614-97.9% | $11,403-98.1% |