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 8-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 | $33,163 | $124,319-73.3% | $111,297-70.2% | $167,490-80.2% |
| Participation rate | 59.1% | 79.6%-20.5pp | 77.3%-18.2pp | 82.1%-23.0pp |
| Annual return | 24.33% | 37.44%-13.1pp | 54.65%-30.3pp | 478.56%-454.2pp |
| Employer contribution / active EE | $1,296 | $3,435-62.3% | $2,731-52.5% | $4,837-73.2% |
| Participant deferral / active EE | $3,402 | $5,180-34.3% | $4,487-24.2% | $6,341-46.4% |
| Admin fee / account holder | $9 | $10,618-99.9% | $7,964-99.9% | $12,309-99.9% |