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 | $48,011 | $115,708-58.5% | $65,255-26.4% | $139,434-65.6% |
| Participation rate | 60.0% | 67.8%-7.8pp | 65.0%-5.0pp | 80.3%-20.3pp |
| Annual return | 12.42% | 31.19%-18.8pp | 47.35%-34.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,267 | $2,599-12.8% | $1,691+34.0% | $4,751-52.3% |
| Participant deferral / active EE | $5,513 | $4,240+30.0% | $2,831+94.7% | $6,710-17.8% |
| Admin fee / account holder | $0 | $6,698-100.0% | $4,112-100.0% | $11,403-100.0% |