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 | $62,075 | $104,974-40.9% | $95,585-35.1% | $142,382-56.4% |
| Participation rate | 45.8% | 75.0%-29.1pp | 72.1%-26.2pp | 80.1%-34.3pp |
| Annual return | 18.15% | 210.33%-192.2pp | 38.56%-20.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,383 | $2,779-50.2% | $2,527-45.3% | $4,299-67.8% |
| Participant deferral / active EE | $2,659 | $4,352-38.9% | $4,023-33.9% | $6,507-59.1% |
| Admin fee / account holder | $271 | $6,386-95.8% | $6,127-95.6% | $12,624-97.9% |