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 | $78,117 | $179,726-56.5% | $156,263-50.0% | $142,382-45.1% |
| Participation rate | 41.7% | 82.1%-40.4pp | 78.9%-37.2pp | 80.1%-38.5pp |
| Annual return | 19.25% | 77.86%-58.6pp | 59.47%-40.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,606 | $5,069-68.3% | $4,333-62.9% | $4,299-62.6% |
| Participant deferral / active EE | $3,464 | $6,956-50.2% | $6,158-43.7% | $6,507-46.8% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |