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 | $109,474 | $110,257-0.7% | $96,544+13.4% | $139,434-21.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 18.68% | 26.32%-7.6pp | 25.84%-7.2pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,704 | $3,620-25.3% | $2,965-8.8% | $4,751-43.1% |
| Participant deferral / active EE | $11,931 | $5,548+115.1% | $4,851+146.0% | $6,710+77.8% |
| Admin fee / account holder | $234 | $11,591-98.0% | $8,252-97.2% | $11,403-97.9% |