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 | $58,609 | $104,907-44.1% | $84,611-30.7% | $152,861-61.7% |
| Participation rate | 28.6% | 74.8%-46.2pp | 68.2%-39.7pp | 82.4%-53.9pp |
| Annual return | 21.99% | 373.79%-351.8pp | 258.74%-236.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $4,466 | $3,302+35.3% | $2,652+68.4% | $4,762-6.2% |
| Participant deferral / active EE | $3,892 | $4,688-17.0% | $3,899-0.2% | $5,850-33.5% |
| Admin fee / account holder | $19 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |