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 | $32,582 | $38,365-15.1% | $84,611-61.5% | $65,185-50.0% |
| Participation rate | 37.6% | 55.7%-18.0pp | 68.2%-30.6pp | 70.2%-32.6pp |
| Annual return | 23.19% | 32.00%-8.8pp | 258.74%-235.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $916 | $1,258-27.2% | $2,652-65.4% | $2,177-57.9% |
| Participant deferral / active EE | $1,737 | $2,278-23.7% | $3,899-55.4% | $3,514-50.6% |
| Admin fee / account holder | $221 | $451-51.1% | $4,912-95.5% | $847-73.9% |