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 9-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 | $104,422 | $109,881-5.0% | $150,045-30.4% | $84,808+23.1% |
| Participation rate | 69.6% | 76.1%-6.5pp | 82.3%-12.8pp | 68.3%+1.3pp |
| Annual return | 18.04% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,821 | $3,561-20.8% | $4,693-39.9% | $2,631+7.2% |
| Participant deferral / active EE | $5,538 | $6,636-16.5% | $7,997-30.8% | $4,212+31.5% |
| Admin fee / account holder | $4 | $8,568-99.9% | $13,435-100.0% | $7,344-99.9% |