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 | $63,305 | $110,257-42.6% | $96,544-34.4% | $139,434-54.6% |
| Participation rate | 69.2% | 78.1%-8.9pp | 76.0%-6.7pp | 80.3%-11.1pp |
| Annual return | 25.89% | 26.32%-0.4pp | 25.84%+0.1pp | 372.94%-347.0pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,500 | $5,548+53.2% | $4,851+75.2% | $6,710+26.7% |
| Admin fee / account holder | $133 | $11,591-98.8% | $8,252-98.4% | $11,403-98.8% |