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 | $82,217 | $109,327-24.8% | $89,391-8.0% | $158,922-48.3% |
| Participation rate | 38.5% | 74.3%-35.8pp | 68.0%-29.5pp | 82.0%-43.5pp |
| Annual return | 27.68% | 345.68%-318.0pp | 245.62%-217.9pp | 302.83%-275.1pp |
| Employer contribution / active EE | $4,032 | $3,170+27.2% | $2,586+55.9% | $4,761-15.3% |
| Participant deferral / active EE | $4,565 | $4,598-0.7% | $3,890+17.4% | $5,982-23.7% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |