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 | $44,492 | $112,881-60.6% | $90,951-51.1% | $158,922-72.0% |
| Participation rate | 57.9% | 74.7%-16.8pp | 69.0%-11.1pp | 82.0%-24.1pp |
| Annual return | 24.33% | 215.79%-191.5pp | 134.60%-110.3pp | 302.83%-278.5pp |
| Employer contribution / active EE | $832 | $2,893-71.2% | $2,122-60.8% | $4,761-82.5% |
| Participant deferral / active EE | $4,699 | $4,128+13.8% | $3,373+39.3% | $5,982-21.4% |
| Admin fee / account holder | $202 | $8,041-97.5% | $5,959-96.6% | $11,246-98.2% |