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 | $109,793 | $93,346+17.6% | $71,796+52.9% | $273,961-59.9% |
| Participation rate | 68.4% | 76.5%-8.1pp | 69.1%-0.7pp | 83.0%-14.6pp |
| Annual return | 5.24% | 130.39%-125.1pp | 78.04%-72.8pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,717 | $2,733-37.2% | $1,924-10.8% | $4,869-64.7% |
| Participant deferral / active EE | $3,852 | $3,475+10.8% | $2,794+37.8% | $5,287-27.1% |
| Admin fee / account holder | $11 | $6,571-99.8% | $4,815-99.8% | $10,132-99.9% |