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 | $46,637 | $78,422-40.5% | $95,952-51.4% | $79,858-41.6% |
| Participation rate | 57.1% | 73.5%-16.3pp | 77.1%-19.9pp | 69.6%-12.5pp |
| Annual return | 26.42% | 19.37%+7.0pp | 91.61%-65.2pp | 31.71%-5.3pp |
| Employer contribution / active EE | $2,266 | $1,945+16.5% | $2,541-10.8% | $2,471-8.3% |
| Participant deferral / active EE | $8,611 | $3,440+150.3% | $4,167+106.7% | $3,740+130.2% |
| Admin fee / account holder | $143 | $5,622-97.5% | $6,795-97.9% | $5,306-97.3% |