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 | $165,933 | $172,111-3.6% | $150,298+10.4% | $137,256+20.9% |
| Participation rate | 23.8% | 81.7%-57.9pp | 77.8%-54.0pp | 80.0%-56.2pp |
| Annual return | 18.50% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $895 | $4,636-80.7% | $4,154-78.5% | $4,156-78.5% |
| Participant deferral / active EE | $1,677 | $6,166-72.8% | $5,453-69.2% | $6,407-73.8% |
| Admin fee / account holder | $257 | $16,471-98.4% | $14,116-98.2% | $12,270-97.9% |