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 6-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 | $37,627 | $100,754-62.7% | $86,677-56.6% | $134,475-72.0% |
| Participation rate | 57.1% | 78.9%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | 1.98% | 29.04%-27.1pp | 35.91%-33.9pp | 417.96%-416.0pp |
| Employer contribution / active EE | $3,213 | $3,489-7.9% | $2,836+13.3% | $4,740-32.2% |
| Participant deferral / active EE | $3,715 | $5,338-30.4% | $4,656-20.2% | $6,400-42.0% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |