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 3-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 | $89,735 | $114,381-21.5% | $107,525-16.5% | $142,382-37.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 19.86% | 242.71%-222.8pp | 181.32%-161.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,382 | $4,015-40.7% | $3,754-36.5% | $4,299-44.6% |
| Participant deferral / active EE | $5,955 | $5,564+7.0% | $5,116+16.4% | $6,507-8.5% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |