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 9-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 | $62,267 | $124,281-49.9% | $109,143-42.9% | $167,490-62.8% |
| Participation rate | 69.2% | 79.4%-10.2pp | 75.9%-6.6pp | 82.1%-12.9pp |
| Annual return | 17.15% | 26.04%-8.9pp | 25.75%-8.6pp | 478.56%-461.4pp |
| Employer contribution / active EE | $2,577 | $4,207-38.8% | $3,722-30.8% | $4,837-46.7% |
| Participant deferral / active EE | $5,435 | $5,255+3.4% | $4,653+16.8% | $6,341-14.3% |
| Admin fee / account holder | $14 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |