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 | $62,931 | $179,726-65.0% | $156,263-59.7% | $142,382-55.8% |
| Participation rate | 61.1% | 82.1%-21.0pp | 78.9%-17.8pp | 80.1%-19.0pp |
| Annual return | 18.77% | 77.86%-59.1pp | 59.47%-40.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,331 | $5,069-73.7% | $4,333-69.3% | $4,299-69.0% |
| Participant deferral / active EE | $3,385 | $6,956-51.3% | $6,158-45.0% | $6,507-48.0% |
| Admin fee / account holder | $34 | $17,272-99.8% | $14,255-99.8% | $12,624-99.7% |