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 | $117,448 | $159,602-26.4% | $150,045-21.7% | $142,382-17.5% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.3%-27.8pp | 80.1%-25.6pp |
| Annual return | 14.79% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,656 | $4,961-46.5% | $4,693-43.4% | $4,299-38.2% |
| Participant deferral / active EE | $6,636 | $8,310-20.1% | $7,997-17.0% | $6,507+2.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |