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 | $34,573 | $152,587-77.3% | $125,175-72.4% | $152,861-77.4% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 35.46% | 54.84%-19.4pp | 43.79%-8.3pp | 345.32%-309.9pp |
| Employer contribution / active EE | $1,899 | $4,946-61.6% | $3,865-50.9% | $4,762-60.1% |
| Participant deferral / active EE | $8,620 | $5,868+46.9% | $4,937+74.6% | $5,850+47.3% |
| Admin fee / account holder | $284 | $13,434-97.9% | $9,702-97.1% | $11,596-97.6% |