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 | $85,732 | $111,535-23.1% | $105,223-18.5% | $137,256-37.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 16.40% | 237.85%-221.5pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,401 | $3,939-64.4% | $3,689-62.0% | $4,156-66.3% |
| Participant deferral / active EE | $3,076 | $5,500-44.1% | $5,072-39.3% | $6,407-52.0% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |