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 6-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 | $138,192 | $177,572-22.2% | $154,803-10.7% | $142,382-2.9% |
| Participation rate | 53.3% | 82.1%-28.7pp | 78.1%-24.7pp | 80.1%-26.8pp |
| Annual return | 22.56% | 65.07%-42.5pp | 58.88%-36.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,685 | $4,810-65.0% | $4,305-60.9% | $4,299-60.8% |
| Participant deferral / active EE | $5,609 | $6,272-10.6% | $5,540+1.2% | $6,507-13.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |