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 | $39,485 | $98,240-59.8% | $82,313-52.0% | $147,584-73.2% |
| Participation rate | 55.6% | 79.7%-24.2pp | 76.9%-21.3pp | 82.8%-27.3pp |
| Annual return | 22.75% | 30.85%-8.1pp | 25.88%-3.1pp | 578.55%-555.8pp |
| Employer contribution / active EE | $880 | $3,192-72.4% | $2,428-63.8% | $4,876-81.9% |
| Participant deferral / active EE | $5,117 | $4,383+16.7% | $3,706+38.1% | $5,439-5.9% |
| Admin fee / account holder | $31 | $8,563-99.6% | $5,608-99.4% | $10,885-99.7% |