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 7-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 | $103,073 | $214,378-51.9% | $200,582-48.6% | $142,382-27.6% |
| Participation rate | 68.8% | 87.4%-18.7pp | 86.9%-18.1pp | 80.1%-11.4pp |
| Annual return | 17.51% | 46.41%-28.9pp | 42.33%-24.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,778 | $6,841-30.2% | $6,419-25.6% | $4,299+11.1% |
| Participant deferral / active EE | $14,836 | $9,865+50.4% | $9,331+59.0% | $6,507+128.0% |
| Admin fee / account holder | $45 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |