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 6-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 | $102,019 | $111,814-8.8% | $103,374-1.3% | $145,959-30.1% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 13.43% | 24.77%-11.3pp | 24.89%-11.5pp | 561.95%-548.5pp |
| Employer contribution / active EE | $1,303 | $4,214-69.1% | $3,869-66.3% | $4,661-72.0% |
| Participant deferral / active EE | $3,407 | $5,618-39.4% | $5,058-32.6% | $6,689-49.1% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |