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 9-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 | $97,604 | $105,931-7.9% | $81,930+19.1% | $158,922-38.6% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.0%-38.7pp | 82.0%-48.6pp |
| Annual return | 16.79% | 38.17%-21.4pp | 29.49%-12.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $439 | $7,800-94.4% | $4,310-89.8% | $4,761-90.8% |
| Participant deferral / active EE | $1,079 | $13,003-91.7% | $7,107-84.8% | $5,982-82.0% |
| Admin fee / account holder | $277 | $8,489-96.7% | $5,158-94.6% | $11,246-97.5% |