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 | $68,254 | $114,381-40.3% | $107,525-36.5% | $142,382-52.1% |
| Participation rate | 46.2% | 78.1%-32.0pp | 75.1%-28.9pp | 80.1%-34.0pp |
| Annual return | 19.31% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,104 | $4,015-72.5% | $3,754-70.6% | $4,299-74.3% |
| Participant deferral / active EE | $2,698 | $5,564-51.5% | $5,116-47.3% | $6,507-58.5% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |