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 | $30,151 | $69,207-56.4% | $64,056-52.9% | $139,434-78.4% |
| Participation rate | 47.1% | 75.6%-28.5pp | 72.3%-25.2pp | 80.3%-33.3pp |
| Annual return | 19.04% | 45.88%-26.8pp | 33.69%-14.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,010 | $3,182-68.3% | $2,747-63.2% | $4,751-78.7% |
| Participant deferral / active EE | $1,450 | $4,682-69.0% | $3,880-62.6% | $6,710-78.4% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |