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 9-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 | $38,269 | $154,228-75.2% | $145,433-73.7% | $137,256-72.1% |
| Participation rate | 52.6% | 83.8%-31.2pp | 82.1%-29.5pp | 80.0%-27.3pp |
| Annual return | 39.64% | 74.59%-34.9pp | 66.58%-26.9pp | 220.34%-180.7pp |
| Employer contribution / active EE | $1,318 | $4,804-72.6% | $4,554-71.1% | $4,156-68.3% |
| Participant deferral / active EE | $2,950 | $8,216-64.1% | $7,897-62.6% | $6,407-54.0% |
| Admin fee / account holder | $262 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |