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 | $25,291 | $175,202-85.6% | $149,673-83.1% | $139,434-81.9% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 20.66% | 166.71%-146.0pp | 134.42%-113.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,279 | $5,474-76.6% | $4,818-73.5% | $4,751-73.1% |
| Participant deferral / active EE | $2,256 | $6,519-65.4% | $5,680-60.3% | $6,710-66.4% |
| Admin fee / account holder | $25 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |