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 | $37,376 | $148,534-74.8% | $135,903-72.5% | $139,434-73.2% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 17.36% | 79.19%-61.8pp | 68.23%-50.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,427 | $5,243-72.8% | $4,856-70.6% | $4,751-70.0% |
| Participant deferral / active EE | $2,750 | $8,100-66.1% | $7,758-64.6% | $6,710-59.0% |
| Admin fee / account holder | $140 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |