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 | $34,920 | $112,881-69.1% | $90,951-61.6% | $158,922-78.0% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 20.30% | 215.79%-195.5pp | 134.60%-114.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,906 | $2,893-34.1% | $2,122-10.2% | $4,761-60.0% |
| Participant deferral / active EE | $4,237 | $4,128+2.7% | $3,373+25.6% | $5,982-29.2% |
| Admin fee / account holder | $212 | $8,041-97.4% | $5,959-96.4% | $11,246-98.1% |