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 | $29,050 | $165,335-82.4% | $149,696-80.6% | $158,922-81.7% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 24.49% | 348.15%-323.7pp | 276.60%-252.1pp | 302.83%-278.3pp |
| Employer contribution / active EE | $1,208 | $5,103-76.3% | $4,644-74.0% | $4,761-74.6% |
| Participant deferral / active EE | $5,727 | $7,181-20.2% | $6,842-16.3% | $5,982-4.3% |
| Admin fee / account holder | $217 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |