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 | $36,178 | $162,781-77.8% | $133,956-73.0% | $158,922-77.2% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 26.74% | 41.94%-15.2pp | 45.09%-18.3pp | 302.83%-276.1pp |
| Employer contribution / active EE | $2,247 | $4,975-54.8% | $3,919-42.7% | $4,761-52.8% |
| Participant deferral / active EE | $5,897 | $5,911-0.2% | $5,048+16.8% | $5,982-1.4% |
| Admin fee / account holder | $107 | $11,736-99.1% | $8,927-98.8% | $11,246-99.0% |