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 | $115,537 | $159,602-27.6% | $150,045-23.0% | $142,382-18.9% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.3%-68.0pp | 80.1%-65.8pp |
| Annual return | 15.68% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,262 | $4,961-74.6% | $4,693-73.1% | $4,299-70.6% |
| Participant deferral / active EE | $3,862 | $8,310-53.5% | $7,997-51.7% | $6,507-40.7% |
| Admin fee / account holder | $271 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |