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 | $79,046 | $148,534-46.8% | $135,903-41.8% | $139,434-43.3% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 17.63% | 79.19%-61.6pp | 68.23%-50.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,796 | $5,243-65.7% | $4,856-63.0% | $4,751-62.2% |
| Participant deferral / active EE | $5,683 | $8,100-29.8% | $7,758-26.7% | $6,710-15.3% |
| Admin fee / account holder | $300 | $12,400-97.6% | $10,762-97.2% | $11,403-97.4% |