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 | $47,127 | $124,281-62.1% | $109,143-56.8% | $167,490-71.9% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.9%-50.9pp | 82.1%-57.1pp |
| Annual return | 17.74% | 26.04%-8.3pp | 25.75%-8.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $1,154 | $4,207-72.6% | $3,722-69.0% | $4,837-76.1% |
| Participant deferral / active EE | $1,779 | $5,255-66.2% | $4,653-61.8% | $6,341-71.9% |
| Admin fee / account holder | $173 | $7,970-97.8% | $6,752-97.4% | $12,309-98.6% |