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 | $81,965 | $227,553-64.0% | $189,557-56.8% | $167,490-51.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 17.10% | 78.40%-61.3pp | 64.17%-47.1pp | 478.56%-461.5pp |
| Employer contribution / active EE | $1,220 | $5,316-77.0% | $4,412-72.3% | $4,837-74.8% |
| Participant deferral / active EE | $7,220 | $7,002+3.1% | $6,174+16.9% | $6,341+13.9% |
| Admin fee / account holder | $68 | $11,878-99.4% | $9,807-99.3% | $12,309-99.4% |