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 3-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 | $48,734 | $159,602-69.5% | $150,045-67.5% | $142,382-65.8% |
| Participation rate | 53.8% | 84.0%-30.1pp | 82.3%-28.5pp | 80.1%-26.3pp |
| Annual return | 24.32% | 70.24%-45.9pp | 62.55%-38.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $939 | $4,961-81.1% | $4,693-80.0% | $4,299-78.2% |
| Participant deferral / active EE | $8,918 | $8,310+7.3% | $7,997+11.5% | $6,507+37.1% |
| Admin fee / account holder | $233 | $14,846-98.4% | $13,435-98.3% | $12,624-98.2% |