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 | $23,384 | $109,982-78.7% | $97,226-75.9% | $145,922-84.0% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 13.96% | 242.90%-228.9pp | 75.13%-61.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,066 | $3,084-65.4% | $2,729-60.9% | $4,660-77.1% |
| Participant deferral / active EE | $2,771 | $4,676-40.7% | $4,264-35.0% | $6,688-58.6% |
| Admin fee / account holder | $110 | $6,221-98.2% | $5,654-98.0% | $13,397-99.2% |