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 | $118,526 | $148,534-20.2% | $135,903-12.8% | $139,434-15.0% |
| Participation rate | 36.4% | 83.9%-47.5pp | 81.9%-45.5pp | 80.3%-44.0pp |
| Annual return | 19.10% | 79.19%-60.1pp | 68.23%-49.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,199 | $5,243-58.1% | $4,856-54.7% | $4,751-53.7% |
| Participant deferral / active EE | $4,737 | $8,100-41.5% | $7,758-38.9% | $6,710-29.4% |
| Admin fee / account holder | $30 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |