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 | $42,469 | $154,228-72.5% | $145,433-70.8% | $137,256-69.1% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 24.65% | 74.59%-49.9pp | 66.58%-41.9pp | 220.34%-195.7pp |
| Employer contribution / active EE | $2,099 | $4,804-56.3% | $4,554-53.9% | $4,156-49.5% |
| Participant deferral / active EE | $6,121 | $8,216-25.5% | $7,897-22.5% | $6,407-4.5% |
| Admin fee / account holder | $149 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |