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 | $41,922 | $157,256-73.3% | $141,162-70.3% | $152,861-72.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 33.08% | 64.32%-31.2pp | 71.39%-38.3pp | 345.32%-312.2pp |
| Employer contribution / active EE | $5,568 | $5,261+5.8% | $4,735+17.6% | $4,762+16.9% |
| Participant deferral / active EE | $5,825 | $7,109-18.1% | $6,709-13.2% | $5,850-0.4% |
| Admin fee / account holder | $143 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |