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 | $98,526 | $114,381-13.9% | $107,525-8.4% | $142,382-30.8% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.1%-16.7pp | 80.1%-21.8pp |
| Annual return | 15.79% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,445 | $4,015-64.0% | $3,754-61.5% | $4,299-66.4% |
| Participant deferral / active EE | $3,216 | $5,564-42.2% | $5,116-37.1% | $6,507-50.6% |
| Admin fee / account holder | $219 | $9,860-97.8% | $8,919-97.5% | $12,624-98.3% |