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 | $69,278 | $172,111-59.7% | $150,298-53.9% | $137,256-49.5% |
| Participation rate | 35.7% | 81.7%-46.0pp | 77.8%-42.0pp | 80.0%-44.2pp |
| Annual return | 18.16% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,014 | $4,636-78.1% | $4,154-75.6% | $4,156-75.6% |
| Participant deferral / active EE | $3,795 | $6,166-38.5% | $5,453-30.4% | $6,407-40.8% |
| Admin fee / account holder | $283 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |