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 | $73,804 | $111,754-34.0% | $103,333-28.6% | $145,922-49.4% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 13.46% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,349 | $4,212-44.2% | $3,868-39.3% | $4,660-49.6% |
| Participant deferral / active EE | $5,105 | $5,619-9.1% | $5,057+0.9% | $6,688-23.7% |
| Admin fee / account holder | $300 | $9,750-96.9% | $8,355-96.4% | $13,397-97.8% |