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 | $94,693 | $116,175-18.5% | $93,606+1.2% | $152,861-38.1% |
| Participation rate | 54.5% | 78.0%-23.5pp | 75.8%-21.3pp | 82.4%-27.9pp |
| Annual return | 27.18% | 35.96%-8.8pp | 32.76%-5.6pp | 345.32%-318.1pp |
| Employer contribution / active EE | $561 | $3,218-82.6% | $2,718-79.4% | $4,762-88.2% |
| Participant deferral / active EE | $3,196 | $4,603-30.6% | $4,069-21.4% | $5,850-45.4% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |