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 | $138,838 | $115,770+19.9% | $101,248+37.1% | $158,922-12.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 20.18% | 56.14%-36.0pp | 46.47%-26.3pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,528 | $4,175-63.4% | $3,660-58.3% | $4,761-67.9% |
| Participant deferral / active EE | $4,109 | $4,957-17.1% | $4,370-6.0% | $5,982-31.3% |
| Admin fee / account holder | $114 | $7,245-98.4% | $5,945-98.1% | $11,246-99.0% |