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 | $55,885 | $217,402-74.3% | $185,823-69.9% | $167,490-66.6% |
| Participation rate | 54.5% | 86.0%-31.5pp | 81.7%-27.2pp | 82.1%-27.6pp |
| Annual return | 23.69% | 148.36%-124.7pp | 122.05%-98.4pp | 478.56%-454.9pp |
| Employer contribution / active EE | $4,321 | $5,873-26.4% | $5,167-16.4% | $4,837-10.7% |
| Participant deferral / active EE | $5,685 | $6,356-10.6% | $5,568+2.1% | $6,341-10.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |