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 | $76,272 | $109,881-30.6% | $150,045-49.2% | $84,808-10.1% |
| Participation rate | 67.9% | 76.1%-8.2pp | 82.3%-14.5pp | 68.3%-0.5pp |
| Annual return | 34.38% | 28.25%+6.1pp | 62.55%-28.2pp | 40.90%-6.5pp |
| Employer contribution / active EE | $2,021 | $3,561-43.2% | $4,693-56.9% | $2,631-23.2% |
| Participant deferral / active EE | $8,975 | $6,636+35.2% | $7,997+12.2% | $4,212+113.1% |
| Admin fee / account holder | $247 | $8,568-97.1% | $13,435-98.2% | $7,344-96.6% |