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 | $72,802 | $159,602-54.4% | $150,045-51.5% | $142,382-48.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 21.94% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,244 | $4,961-54.8% | $4,693-52.2% | $4,299-47.8% |
| Participant deferral / active EE | $6,209 | $8,310-25.3% | $7,997-22.4% | $6,507-4.6% |
| Admin fee / account holder | $179 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |