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 | $57,892 | $201,272-71.2% | $184,203-68.6% | $145,922-60.3% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 10.95% | 29.00%-18.1pp | 28.81%-17.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,754 | $7,022-60.8% | $6,427-57.1% | $4,660-40.9% |
| Participant deferral / active EE | $7,404 | $9,806-24.5% | $9,131-18.9% | $6,688+10.7% |
| Admin fee / account holder | $231 | $16,364-98.6% | $13,901-98.3% | $13,397-98.3% |