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 9-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 | $154,084 | $108,172+42.4% | $77,482+98.9% | $158,922-3.0% |
| Participation rate | 40.0% | 64.4%-24.4pp | 54.2%-14.2pp | 82.0%-42.0pp |
| Annual return | 17.96% | 31.67%-13.7pp | 54.79%-36.8pp | 302.83%-284.9pp |
| Employer contribution / active EE | $148 | $1,325-88.9% | $986-85.0% | $4,761-96.9% |
| Participant deferral / active EE | $698 | $2,456-71.6% | $1,861-62.5% | $5,982-88.3% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |