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 | $58,894 | $74,888-21.4% | $71,209-17.3% | $142,382-58.6% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.1%-35.7pp |
| Annual return | 20.48% | 345.14%-324.7pp | 282.51%-262.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $978 | $2,854-65.7% | $2,721-64.1% | $4,299-77.3% |
| Participant deferral / active EE | $1,602 | $4,454-64.0% | $4,175-61.6% | $6,507-75.4% |
| Admin fee / account holder | $55 | $5,568-99.0% | $5,349-99.0% | $12,624-99.6% |