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 | $63,388 | $177,572-64.3% | $154,803-59.1% | $142,382-55.5% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.1%-35.2pp | 80.1%-37.3pp |
| Annual return | 18.55% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,436 | $4,810-70.1% | $4,305-66.6% | $4,299-66.6% |
| Participant deferral / active EE | $3,525 | $6,272-43.8% | $5,540-36.4% | $6,507-45.8% |
| Admin fee / account holder | $232 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |