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 | $89,145 | $175,202-49.1% | $149,673-40.4% | $139,434-36.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 20.92% | 166.71%-145.8pp | 134.42%-113.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $3,684 | $5,474-32.7% | $4,818-23.5% | $4,751-22.5% |
| Participant deferral / active EE | $9,227 | $6,519+41.5% | $5,680+62.4% | $6,710+37.5% |
| Admin fee / account holder | $5 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |