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 | $45,665 | $176,056-74.1% | $159,436-71.4% | $167,490-72.7% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 16.84% | 331.75%-314.9pp | 263.57%-246.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,187 | $5,297-77.6% | $4,829-75.4% | $4,837-75.5% |
| Participant deferral / active EE | $4,279 | $7,750-44.8% | $7,352-41.8% | $6,341-32.5% |
| Admin fee / account holder | $233 | $12,554-98.1% | $10,799-97.8% | $12,309-98.1% |