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 5-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 | $153,975 | $214,378-28.2% | $200,582-23.2% | $142,382+8.1% |
| Participation rate | 46.7% | 87.4%-40.8pp | 86.9%-40.2pp | 80.1%-33.5pp |
| Annual return | 14.36% | 46.41%-32.0pp | 42.33%-28.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,229 | $6,841-67.4% | $6,419-65.3% | $4,299-48.1% |
| Participant deferral / active EE | $8,267 | $9,865-16.2% | $9,331-11.4% | $6,507+27.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |