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 | $59,689 | $106,515-44.0% | $96,683-38.3% | $139,434-57.2% |
| Participation rate | 22.2% | 77.8%-55.6pp | 74.3%-52.1pp | 80.3%-58.1pp |
| Annual return | 20.88% | 38.43%-17.5pp | 35.69%-14.8pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,197 | $4,103-70.8% | $3,737-68.0% | $4,751-74.8% |
| Participant deferral / active EE | $3,760 | $5,454-31.1% | $4,878-22.9% | $6,710-44.0% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |