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 | $39,656 | $115,882-65.8% | $100,516-60.5% | $158,922-75.0% |
| Participation rate | 18.2% | 81.6%-63.4pp | 79.4%-61.2pp | 82.0%-63.8pp |
| Annual return | 77.15% | 34.79%+42.4pp | 30.89%+46.3pp | 302.83%-225.7pp |
| Employer contribution / active EE | $459 | $4,103-88.8% | $3,418-86.6% | $4,761-90.3% |
| Participant deferral / active EE | $4,354 | $6,674-34.8% | $6,270-30.6% | $5,982-27.2% |
| Admin fee / account holder | $103 | $10,995-99.1% | $8,081-98.7% | $11,246-99.1% |