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 | $111,535-42.8% | $105,223-39.4% | $137,256-53.5% |
| Participation rate | 64.7% | 78.1%-13.4pp | 75.0%-10.3pp | 80.0%-15.3pp |
| Annual return | 20.93% | 237.85%-216.9pp | 180.65%-159.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $3,150 | $3,939-20.1% | $3,689-14.6% | $4,156-24.2% |
| Participant deferral / active EE | $6,654 | $5,500+21.0% | $5,072+31.2% | $6,407+3.9% |
| Admin fee / account holder | $23 | $9,721-99.8% | $8,859-99.7% | $12,270-99.8% |