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 | $93,645 | $163,101-42.6% | $136,749-31.5% | $142,382-34.2% |
| Participation rate | 25.0% | 78.2%-53.2pp | 72.1%-47.1pp | 80.1%-55.1pp |
| Annual return | 18.83% | 27.54%-8.7pp | 24.33%-5.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,067 | $4,117-74.1% | $3,400-68.6% | $4,299-75.2% |
| Participant deferral / active EE | $5,417 | $5,585-3.0% | $4,692+15.5% | $6,507-16.8% |
| Admin fee / account holder | $106 | $14,318-99.3% | $11,386-99.1% | $12,624-99.2% |