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 | $22,210 | $227,553-90.2% | $189,557-88.3% | $167,490-86.7% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.4%-18.4pp | 82.1%-22.1pp |
| Annual return | 13.52% | 78.40%-64.9pp | 64.17%-50.6pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,112 | $5,316-79.1% | $4,412-74.8% | $4,837-77.0% |
| Participant deferral / active EE | $2,780 | $7,002-60.3% | $6,174-55.0% | $6,341-56.2% |
| Admin fee / account holder | $83 | $11,878-99.3% | $9,807-99.2% | $12,309-99.3% |