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 | $67,980 | $106,515-36.2% | $96,683-29.7% | $139,434-51.2% |
| Participation rate | 23.1% | 77.8%-54.8pp | 74.3%-51.3pp | 80.3%-57.2pp |
| Annual return | 19.89% | 38.43%-18.5pp | 35.69%-15.8pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,097 | $4,103-73.3% | $3,737-70.6% | $4,751-76.9% |
| Participant deferral / active EE | $3,586 | $5,454-34.3% | $4,878-26.5% | $6,710-46.6% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |