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 | $34,667 | $176,056-80.3% | $159,436-78.3% | $167,490-79.3% |
| Participation rate | 63.6% | 84.9%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 26.09% | 331.75%-305.7pp | 263.57%-237.5pp | 478.56%-452.5pp |
| Employer contribution / active EE | $2,916 | $5,297-44.9% | $4,829-39.6% | $4,837-39.7% |
| Participant deferral / active EE | $6,410 | $7,750-17.3% | $7,352-12.8% | $6,341+1.1% |
| Admin fee / account holder | $211 | $12,554-98.3% | $10,799-98.0% | $12,309-98.3% |