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 8-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 | $124,543 | $177,572-29.9% | $154,803-19.5% | $142,382-12.5% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 29.02% | 65.07%-36.0pp | 58.88%-29.9pp | 217.08%-188.1pp |
| Employer contribution / active EE | $2,311 | $4,810-52.0% | $4,305-46.3% | $4,299-46.2% |
| Participant deferral / active EE | $5,586 | $6,272-10.9% | $5,540+0.8% | $6,507-14.2% |
| Admin fee / account holder | $252 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |