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 | $41,743 | $53,127-21.4% | $86,590-51.8% | $70,131-40.5% |
| Participation rate | 52.8% | 65.3%-12.5pp | 73.5%-20.8pp | 69.5%-16.8pp |
| Annual return | 20.00% | 27.66%-7.7pp | 964.84%-944.8pp | 73.14%-53.1pp |
| Employer contribution / active EE | $1,681 | $2,068-18.7% | $2,839-40.8% | $2,342-28.2% |
| Participant deferral / active EE | $3,482 | $2,696+29.2% | $3,609-3.5% | $3,332+4.5% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |