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 | $81,852 | $159,602-48.7% | $150,045-45.4% | $142,382-42.5% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.3%-68.0pp | 80.1%-65.8pp |
| Annual return | 21.54% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,864 | $4,961-62.4% | $4,693-60.3% | $4,299-56.6% |
| Participant deferral / active EE | $3,175 | $8,310-61.8% | $7,997-60.3% | $6,507-51.2% |
| Admin fee / account holder | $16 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |