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 | $27,007 | $142,405-81.0% | $115,157-76.5% | $152,861-82.3% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 29.70% | 41.48%-11.8pp | 35.60%-5.9pp | 345.32%-315.6pp |
| Employer contribution / active EE | $1,498 | $4,010-62.6% | $3,179-52.9% | $4,762-68.5% |
| Participant deferral / active EE | $6,928 | $5,164+34.2% | $4,168+66.2% | $5,850+18.4% |
| Admin fee / account holder | $64 | $8,462-99.2% | $7,088-99.1% | $11,596-99.4% |