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 | $143,412 | $179,726-20.2% | $156,263-8.2% | $142,382+0.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 18.12% | 77.86%-59.7pp | 59.47%-41.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,088 | $5,069-19.4% | $4,333-5.7% | $4,299-4.9% |
| Participant deferral / active EE | $6,835 | $6,956-1.7% | $6,158+11.0% | $6,507+5.0% |
| Admin fee / account holder | $50 | $17,272-99.7% | $14,255-99.6% | $12,624-99.6% |