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 | $171,197 | $201,272-14.9% | $184,203-7.1% | $145,922+17.3% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.1pp |
| Annual return | 19.86% | 29.00%-9.1pp | 28.81%-8.9pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,275 | $7,022-67.6% | $6,427-64.6% | $4,660-51.2% |
| Participant deferral / active EE | $13,147 | $9,806+34.1% | $9,131+44.0% | $6,688+96.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |