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 | $91,794 | $114,381-19.7% | $107,525-14.6% | $142,382-35.5% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.1%-21.7pp | 80.1%-26.8pp |
| Annual return | 18.17% | 242.71%-224.5pp | 181.32%-163.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,106 | $4,015-72.4% | $3,754-70.5% | $4,299-74.3% |
| Participant deferral / active EE | $6,459 | $5,564+16.1% | $5,116+26.3% | $6,507-0.7% |
| Admin fee / account holder | $10 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |