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 | $88,540 | $78,672+12.5% | $109,143-18.9% | $85,850+3.1% |
| Participation rate | 50.0% | 68.3%-18.3pp | 75.9%-25.9pp | 69.3%-19.3pp |
| Annual return | 12.53% | 25.09%-12.6pp | 25.75%-13.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $962 | $2,735-64.8% | $3,722-74.1% | $2,565-62.5% |
| Participant deferral / active EE | $2,236 | $3,467-35.5% | $4,653-51.9% | $3,952-43.4% |
| Admin fee / account holder | $263 | $5,469-95.2% | $6,752-96.1% | $6,260-95.8% |