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 | $79,041 | $209,411-62.3% | $178,490-55.7% | $158,922-50.3% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 27.23% | 188.75%-161.5pp | 151.07%-123.8pp | 302.83%-275.6pp |
| Employer contribution / active EE | $2,205 | $5,706-61.4% | $5,011-56.0% | $4,761-53.7% |
| Participant deferral / active EE | $9,750 | $5,954+63.7% | $5,202+87.4% | $5,982+63.0% |
| Admin fee / account holder | $271 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |