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 | $43,186 | $91,407-52.8% | $135,903-68.2% | $71,457-39.6% |
| Participation rate | 43.2% | 75.7%-32.5pp | 81.9%-38.7pp | 67.9%-24.7pp |
| Annual return | 72.22% | 29.90%+42.3pp | 68.23%+4.0pp | 28.85%+43.4pp |
| Employer contribution / active EE | $2,994 | $3,703-19.2% | $4,856-38.3% | $2,588+15.7% |
| Participant deferral / active EE | $3,644 | $7,092-48.6% | $7,758-53.0% | $4,289-15.0% |
| Admin fee / account holder | $149 | $1,266-88.2% | $10,762-98.6% | $1,587-90.6% |