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 | $70,483 | $148,534-52.5% | $135,903-48.1% | $139,434-49.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 26.40% | 79.19%-52.8pp | 68.23%-41.8pp | 372.94%-346.5pp |
| Employer contribution / active EE | $1,719 | $5,243-67.2% | $4,856-64.6% | $4,751-63.8% |
| Participant deferral / active EE | $5,929 | $8,100-26.8% | $7,758-23.6% | $6,710-11.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |