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 | $101,824 | $104,974-3.0% | $95,585+6.5% | $142,382-28.5% |
| Participation rate | 22.2% | 75.0%-52.7pp | 72.1%-49.9pp | 80.1%-57.9pp |
| Annual return | 16.34% | 210.33%-194.0pp | 38.56%-22.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $467 | $2,779-83.2% | $2,527-81.5% | $4,299-89.1% |
| Participant deferral / active EE | $1,584 | $4,352-63.6% | $4,023-60.6% | $6,507-75.7% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |