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 | $75,137 | $149,734-49.8% | $118,925-36.8% | $158,922-52.7% |
| Participation rate | 40.0% | 82.1%-42.1pp | 75.4%-35.4pp | 82.0%-42.0pp |
| Annual return | 10.73% | 19.95%-9.2pp | 35.88%-25.2pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,312 | $4,115-68.1% | $3,263-59.8% | $4,761-72.4% |
| Participant deferral / active EE | $7,400 | $5,223+41.7% | $4,265+73.5% | $5,982+23.7% |
| Admin fee / account holder | -$61 | $8,603-100.7% | $6,581-100.9% | $11,246-100.5% |