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 | $40,861 | $70,669-42.2% | $169,368-75.9% | $75,163-45.6% |
| Participation rate | 50.0% | 64.8%-14.8pp | 77.1%-27.1pp | 67.2%-17.2pp |
| Annual return | 16.56% | 36.36%-19.8pp | 405.60%-389.0pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,852 | $2,211-16.2% | $4,013-53.8% | $2,670-30.6% |
| Participant deferral / active EE | $4,008 | $4,311-7.0% | $6,221-35.6% | $4,125-2.8% |
| Admin fee / account holder | $204 | $5,402-96.2% | $9,003-97.7% | $5,651-96.4% |