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 | $65,560 | $159,901-59.0% | $146,958-55.4% | $145,922-55.1% |
| Participation rate | 39.1% | 84.0%-44.9pp | 82.2%-43.0pp | 80.3%-41.1pp |
| Annual return | 14.08% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,106 | $5,286-60.2% | $4,933-57.3% | $4,660-54.8% |
| Participant deferral / active EE | $5,383 | $8,428-36.1% | $8,070-33.3% | $6,688-19.5% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |