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 | $17,480 | $183,519-90.5% | $155,509-88.8% | $145,922-88.0% |
| Participation rate | 65.2% | 82.7%-17.5pp | 78.2%-13.0pp | 80.3%-15.1pp |
| Annual return | 14.77% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,179 | $5,313-77.8% | $4,672-74.8% | $4,660-74.7% |
| Participant deferral / active EE | $2,995 | $6,462-53.6% | $5,626-46.8% | $6,688-55.2% |
| Admin fee / account holder | $2 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |