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 | $35,849 | $85,022-57.8% | $70,515-49.2% | $139,434-74.3% |
| Participation rate | 63.2% | 73.9%-10.8pp | 68.3%-5.2pp | 80.3%-17.2pp |
| Annual return | 20.48% | 30.38%-9.9pp | 32.77%-12.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,481 | $3,909-62.1% | $2,973-50.2% | $4,751-68.8% |
| Participant deferral / active EE | $2,159 | $5,890-63.4% | $4,567-52.7% | $6,710-67.8% |
| Admin fee / account holder | $149 | $8,906-98.3% | $6,412-97.7% | $11,403-98.7% |