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 | $63,756 | $114,381-44.3% | $107,525-40.7% | $142,382-55.2% |
| Participation rate | 64.7% | 78.1%-13.4pp | 75.1%-10.4pp | 80.1%-15.4pp |
| Annual return | 20.93% | 242.71%-221.8pp | 181.32%-160.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,150 | $4,015-21.5% | $3,754-16.1% | $4,299-26.7% |
| Participant deferral / active EE | $6,654 | $5,564+19.6% | $5,116+30.1% | $6,507+2.3% |
| Admin fee / account holder | $23 | $9,860-99.8% | $8,919-99.7% | $12,624-99.8% |