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 | $229,243 | $80,717+184.0% | $154,803+48.1% | $84,808+170.3% |
| Participation rate | 26.9% | 66.8%-39.9pp | 78.1%-51.1pp | 68.3%-41.4pp |
| Annual return | 21.20% | 37.96%-16.8pp | 58.88%-37.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,881 | $2,761-31.9% | $4,305-56.3% | $2,631-28.5% |
| Participant deferral / active EE | $3,713 | $3,303+12.4% | $5,540-33.0% | $4,212-11.8% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |