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 | $28,610 | $37,426-23.6% | $77,482-63.1% | $79,858-64.2% |
| Participation rate | 15.6% | 41.5%-26.0pp | 54.2%-38.6pp | 69.6%-54.1pp |
| Annual return | 43.08% | 39.70%+3.4pp | 54.79%-11.7pp | 31.71%+11.4pp |
| Employer contribution / active EE | $348 | $637-45.3% | $986-64.7% | $2,471-85.9% |
| Participant deferral / active EE | $1,084 | $1,260-14.0% | $1,861-41.8% | $3,740-71.0% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |