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 | $140,886 | $109,413+28.8% | $156,263-9.8% | $84,808+66.1% |
| Participation rate | 50.0% | 72.7%-22.7pp | 78.9%-28.9pp | 68.3%-18.3pp |
| Annual return | 18.24% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,114 | $2,907-27.3% | $4,333-51.2% | $2,631-19.6% |
| Participant deferral / active EE | $6,548 | $4,590+42.7% | $6,158+6.3% | $4,212+55.5% |
| Admin fee / account holder | $1 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |