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 | $101,389 | $114,381-11.4% | $107,525-5.7% | $142,382-28.8% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 19.79% | 242.71%-222.9pp | 181.32%-161.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,645 | $4,015-59.0% | $3,754-56.2% | $4,299-61.7% |
| Participant deferral / active EE | $5,779 | $5,564+3.9% | $5,116+13.0% | $6,507-11.2% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |