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 | $136,201 | $109,881+24.0% | $150,045-9.2% | $84,808+60.6% |
| Participation rate | 39.3% | 76.1%-36.8pp | 82.3%-43.0pp | 68.3%-29.0pp |
| Annual return | 15.69% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,282 | $6,636-20.4% | $7,997-33.9% | $4,212+25.4% |
| Admin fee / account holder | $103 | $8,568-98.8% | $13,435-99.2% | $7,344-98.6% |