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 | $26,314 | $52,279-49.7% | $89,391-70.6% | $79,858-67.0% |
| Participation rate | 48.4% | 57.5%-9.1pp | 68.0%-19.5pp | 69.6%-21.2pp |
| Annual return | 19.96% | 22.16%-2.2pp | 245.62%-225.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $849 | $1,572-46.0% | $2,586-67.1% | $2,471-65.6% |
| Participant deferral / active EE | $3,204 | $2,740+16.9% | $3,890-17.6% | $3,740-14.3% |
| Admin fee / account holder | $275 | $3,356-91.8% | $4,881-94.4% | $5,306-94.8% |