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 9-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 | $66,446 | $159,602-58.4% | $150,045-55.7% | $142,382-53.3% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.3%-26.8pp | 80.1%-24.6pp |
| Annual return | 24.70% | 70.24%-45.5pp | 62.55%-37.8pp | 217.08%-192.4pp |
| Employer contribution / active EE | $2,504 | $4,961-49.5% | $4,693-46.6% | $4,299-41.8% |
| Participant deferral / active EE | $4,055 | $8,310-51.2% | $7,997-49.3% | $6,507-37.7% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |