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 | $71,401 | $106,515-33.0% | $96,683-26.1% | $139,434-48.8% |
| Participation rate | 56.3% | 77.8%-21.6pp | 74.3%-18.1pp | 80.3%-24.1pp |
| Annual return | 26.72% | 38.43%-11.7pp | 35.69%-9.0pp | 372.94%-346.2pp |
| Employer contribution / active EE | $1,055 | $4,103-74.3% | $3,737-71.8% | $4,751-77.8% |
| Participant deferral / active EE | $7,174 | $5,454+31.5% | $4,878+47.1% | $6,710+6.9% |
| Admin fee / account holder | $29 | $7,877-99.6% | $6,730-99.6% | $11,403-99.7% |