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 | $38,582 | $214,378-82.0% | $200,582-80.8% | $142,382-72.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 15.68% | 46.41%-30.7pp | 42.33%-26.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,021 | $6,841-41.2% | $6,419-37.4% | $4,299-6.5% |
| Participant deferral / active EE | $4,665 | $9,865-52.7% | $9,331-50.0% | $6,507-28.3% |
| Admin fee / account holder | $182 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |