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 | $27,267 | $228,332-88.1% | $185,823-85.3% | $158,922-82.8% |
| Participation rate | 55.6% | 82.3%-26.7pp | 78.0%-22.5pp | 82.0%-26.4pp |
| Annual return | 17.44% | 40.80%-23.4pp | 35.95%-18.5pp | 302.83%-285.4pp |
| Employer contribution / active EE | $843 | $4,967-83.0% | $4,087-79.4% | $4,761-82.3% |
| Participant deferral / active EE | $4,981 | $6,415-22.4% | $5,632-11.6% | $5,982-16.7% |
| Admin fee / account holder | $125 | $11,864-98.9% | $9,500-98.7% | $11,246-98.9% |