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 | $37,639 | $197,591-81.0% | $177,821-78.8% | $158,922-76.3% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.7%-47.7pp | 82.0%-42.0pp |
| Annual return | 27.16% | 58.76%-31.6pp | 48.32%-21.2pp | 302.83%-275.7pp |
| Employer contribution / active EE | $1,472 | $6,697-78.0% | $5,918-75.1% | $4,761-69.1% |
| Participant deferral / active EE | $4,159 | $8,405-50.5% | $7,714-46.1% | $5,982-30.5% |
| Admin fee / account holder | $115 | $15,399-99.3% | $12,427-99.1% | $11,246-99.0% |