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 | $56,751 | $209,411-72.9% | $178,490-68.2% | $158,922-64.3% |
| Participation rate | 37.5% | 86.3%-48.8pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 20.08% | 188.75%-168.7pp | 151.07%-131.0pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,271 | $5,706-77.7% | $5,011-74.6% | $4,761-73.3% |
| Participant deferral / active EE | $3,018 | $5,954-49.3% | $5,202-42.0% | $5,982-49.5% |
| Admin fee / account holder | $37 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |