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 | $66,058 | $154,228-57.2% | $145,433-54.6% | $137,256-51.9% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 17.14% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,301 | $4,804-52.1% | $4,554-49.5% | $4,156-44.6% |
| Participant deferral / active EE | $8,838 | $8,216+7.6% | $7,897+11.9% | $6,407+37.9% |
| Admin fee / account holder | $34 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |