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 | $69,605 | $149,040-53.3% | $120,225-42.1% | $137,256-49.3% |
| Participation rate | 44.4% | 75.4%-31.0pp | 69.6%-25.1pp | 80.0%-35.5pp |
| Annual return | 13.12% | 605.68%-592.6pp | 439.23%-426.1pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,703 | $4,350-60.8% | $3,475-51.0% | $4,156-59.0% |
| Participant deferral / active EE | $2,757 | $4,655-40.8% | $3,999-31.1% | $6,407-57.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |