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 | $39,720 | $85,006-53.3% | $76,190-47.9% | $145,922-72.8% |
| Participation rate | 50.0% | 82.9%-32.9pp | 79.3%-29.3pp | 80.3%-30.3pp |
| Annual return | 13.40% | 13.11%+0.3pp | 13.78%-0.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,762 | $5,265-47.5% | $4,578-39.7% | $4,660-40.7% |
| Participant deferral / active EE | $8,102 | $6,392+26.7% | $5,474+48.0% | $6,688+21.2% |
| Admin fee / account holder | $0 | $5,760-100.0% | $5,123-100.0% | $13,397-100.0% |