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 | $53,720 | $90,348-40.5% | $75,972-29.3% | $145,922-63.2% |
| Participation rate | 43.5% | 74.5%-31.0pp | 69.1%-25.6pp | 80.3%-36.8pp |
| Annual return | 16.64% | 620.88%-604.2pp | 359.55%-342.9pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,870 | $3,311-43.5% | $2,685-30.3% | $4,660-59.9% |
| Participant deferral / active EE | $3,734 | $5,162-27.7% | $4,255-12.3% | $6,688-44.2% |
| Admin fee / account holder | $122 | $8,467-98.6% | $6,467-98.1% | $13,397-99.1% |