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 | $67,359 | $114,381-41.1% | $107,525-37.4% | $142,382-52.7% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 19.93% | 242.71%-222.8pp | 181.32%-161.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $891 | $4,015-77.8% | $3,754-76.3% | $4,299-79.3% |
| Participant deferral / active EE | $3,448 | $5,564-38.0% | $5,116-32.6% | $6,507-47.0% |
| Admin fee / account holder | $248 | $9,860-97.5% | $8,919-97.2% | $12,624-98.0% |