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 | $39,842 | $148,534-73.2% | $135,903-70.7% | $139,434-71.4% |
| Participation rate | 61.9% | 83.9%-21.9pp | 81.9%-20.0pp | 80.3%-18.4pp |
| Annual return | 18.67% | 79.19%-60.5pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,732 | $5,243-47.9% | $4,856-43.7% | $4,751-42.5% |
| Participant deferral / active EE | $3,870 | $8,100-52.2% | $7,758-50.1% | $6,710-42.3% |
| Admin fee / account holder | $37 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |