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 | $158,785 | $107,452+47.8% | $91,541+73.5% | $142,382+11.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 21.17% | 22.06%-0.9pp | 20.50%+0.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,782 | $2,994-40.5% | $2,505-28.9% | $4,299-58.6% |
| Participant deferral / active EE | $5,914 | $4,754+24.4% | $4,008+47.6% | $6,507-9.1% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |