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 6-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 | $72,213 | $179,726-59.8% | $156,263-53.8% | $142,382-49.3% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.9%-20.6pp | 80.1%-21.8pp |
| Annual return | 20.71% | 77.86%-57.1pp | 59.47%-38.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,611 | $5,069-48.5% | $4,333-39.7% | $4,299-39.3% |
| Participant deferral / active EE | $5,391 | $6,956-22.5% | $6,158-12.5% | $6,507-17.1% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |