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 | $60,967 | $74,888-18.6% | $71,209-14.4% | $142,382-57.2% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 21.55% | 345.14%-323.6pp | 282.51%-261.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,868 | $2,854+0.5% | $2,721+5.4% | $4,299-33.3% |
| Participant deferral / active EE | $3,050 | $4,454-31.5% | $4,175-27.0% | $6,507-53.1% |
| Admin fee / account holder | $221 | $5,568-96.0% | $5,349-95.9% | $12,624-98.3% |