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 | $19,262 | $108,172-82.2% | $77,482-75.1% | $158,922-87.9% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 30.81% | 31.67%-0.9pp | 54.79%-24.0pp | 302.83%-272.0pp |
| Employer contribution / active EE | $1,245 | $1,325-6.0% | $986+26.2% | $4,761-73.8% |
| Participant deferral / active EE | $4,115 | $2,456+67.5% | $1,861+121.1% | $5,982-31.2% |
| Admin fee / account holder | $190 | $3,708-94.9% | $2,858-93.3% | $11,246-98.3% |