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 | $70,305 | $99,921-29.6% | $85,009-17.3% | $145,959-51.8% |
| Participation rate | 30.8% | 74.1%-43.3pp | 67.5%-36.7pp | 80.3%-49.5pp |
| Annual return | 15.79% | 83.89%-68.1pp | 66.47%-50.7pp | 561.95%-546.2pp |
| Employer contribution / active EE | $1,177 | $3,233-63.6% | $2,728-56.9% | $4,661-74.7% |
| Participant deferral / active EE | $3,873 | $5,293-26.8% | $4,522-14.3% | $6,689-42.1% |
| Admin fee / account holder | $19 | $7,252-99.7% | $6,153-99.7% | $13,398-99.9% |