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 | $36,028 | $165,984-78.3% | $164,813-78.1% | $145,922-75.3% |
| Participation rate | 65.2% | 82.0%-16.8pp | 78.6%-13.4pp | 80.3%-15.1pp |
| Annual return | 13.88% | 100.03%-86.2pp | 69.93%-56.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,159 | $5,273-59.1% | $4,341-50.3% | $4,660-53.7% |
| Participant deferral / active EE | $3,946 | $6,959-43.3% | $6,031-34.6% | $6,688-41.0% |
| Admin fee / account holder | $178 | $16,648-98.9% | $12,690-98.6% | $13,397-98.7% |