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 | $72,056 | $103,376-30.3% | $87,100-17.3% | $152,861-52.9% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 30.37% | 28.10%+2.3pp | 28.19%+2.2pp | 345.32%-314.9pp |
| Employer contribution / active EE | $3,607 | $3,220+12.0% | $2,521+43.1% | $4,762-24.3% |
| Participant deferral / active EE | $12,500 | $4,778+161.6% | $4,049+208.8% | $5,850+113.7% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |