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 | $92,468 | $53,822+71.8% | $75,696+22.2% | $85,850+7.7% |
| Participation rate | 21.4% | 69.1%-47.6pp | 74.8%-53.4pp | 69.3%-47.9pp |
| Annual return | 16.74% | 24.54%-7.8pp | 104.53%-87.8pp | 318.53%-301.8pp |
| Employer contribution / active EE | $461 | $2,017-77.2% | $2,743-83.2% | $2,565-82.0% |
| Participant deferral / active EE | $1,127 | $2,895-61.1% | $3,821-70.5% | $3,952-71.5% |
| Admin fee / account holder | $15 | $3,343-99.6% | $3,619-99.6% | $6,260-99.8% |