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 9-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 | $61,296 | $201,259-69.5% | $184,200-66.7% | $145,959-58.0% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.6pp |
| Annual return | 12.89% | 28.98%-16.1pp | 28.80%-15.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $1,582 | $7,018-77.5% | $6,424-75.4% | $4,661-66.1% |
| Participant deferral / active EE | $6,318 | $9,806-35.6% | $9,132-30.8% | $6,689-5.5% |
| Admin fee / account holder | $196 | $16,372-98.8% | $13,907-98.6% | $13,398-98.5% |