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 | $38,791 | $115,770-66.5% | $101,248-61.7% | $158,922-75.6% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 14.79% | 56.14%-41.4pp | 46.47%-31.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,712 | $4,175-59.0% | $3,660-53.2% | $4,761-64.0% |
| Participant deferral / active EE | $5,326 | $4,957+7.4% | $4,370+21.9% | $5,982-11.0% |
| Admin fee / account holder | $240 | $7,245-96.7% | $5,945-96.0% | $11,246-97.9% |