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 | $63,814 | $107,334-40.5% | $92,893-31.3% | $152,861-58.3% |
| Participation rate | 22.2% | 79.8%-57.6pp | 76.0%-53.8pp | 82.4%-60.2pp |
| Annual return | 27.68% | 145.58%-117.9pp | 109.41%-81.7pp | 345.32%-317.6pp |
| Employer contribution / active EE | $798 | $4,221-81.1% | $3,653-78.2% | $4,762-83.2% |
| Participant deferral / active EE | $4,403 | $4,845-9.1% | $4,236+3.9% | $5,850-24.7% |
| Admin fee / account holder | $223 | $7,079-96.8% | $5,794-96.2% | $11,596-98.1% |