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 | $90,474 | $179,726-49.7% | $156,263-42.1% | $142,382-36.5% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.9%-9.7pp | 80.1%-10.9pp |
| Annual return | 20.34% | 77.86%-57.5pp | 59.47%-39.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,370 | $5,069-33.5% | $4,333-22.2% | $4,299-21.6% |
| Participant deferral / active EE | $6,847 | $6,956-1.6% | $6,158+11.2% | $6,507+5.2% |
| Admin fee / account holder | $56 | $17,272-99.7% | $14,255-99.6% | $12,624-99.6% |