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 | $78,908 | $106,515-25.9% | $96,683-18.4% | $139,434-43.4% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 22.46% | 38.43%-16.0pp | 35.69%-13.2pp | 372.94%-350.5pp |
| Employer contribution / active EE | $1,500 | $4,103-63.4% | $3,737-59.9% | $4,751-68.4% |
| Participant deferral / active EE | $2,510 | $5,454-54.0% | $4,878-48.6% | $6,710-62.6% |
| Admin fee / account holder | $282 | $7,877-96.4% | $6,730-95.8% | $11,403-97.5% |