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 8-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 | $71,963 | $159,602-54.9% | $150,045-52.0% | $142,382-49.5% |
| Participation rate | 53.3% | 84.0%-30.6pp | 82.3%-29.0pp | 80.1%-26.8pp |
| Annual return | 21.60% | 70.24%-48.6pp | 62.55%-40.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,906 | $4,961-61.6% | $4,693-59.4% | $4,299-55.7% |
| Participant deferral / active EE | $3,190 | $8,310-61.6% | $7,997-60.1% | $6,507-51.0% |
| Admin fee / account holder | $89 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |