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 | $61,014 | $227,553-73.2% | $189,557-67.8% | $167,490-63.6% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.4%-38.4pp | 82.1%-42.1pp |
| Annual return | 19.56% | 78.40%-58.8pp | 64.17%-44.6pp | 478.56%-459.0pp |
| Employer contribution / active EE | $1,920 | $5,316-63.9% | $4,412-56.5% | $4,837-60.3% |
| Participant deferral / active EE | $10,810 | $7,002+54.4% | $6,174+75.1% | $6,341+70.5% |
| Admin fee / account holder | $196 | $11,878-98.3% | $9,807-98.0% | $12,309-98.4% |