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 | $41,981 | $118,849-64.7% | $96,562-56.5% | $167,490-74.9% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.8%-69.8pp | 82.1%-82.1pp |
| Annual return | 18.63% | 50.49%-31.9pp | 37.78%-19.2pp | 478.56%-459.9pp |
| Employer contribution / active EE | $1,806 | $3,120-42.1% | $2,356-23.3% | $4,837-62.7% |
| Participant deferral / active EE | $5,869 | $4,616+27.2% | $3,849+52.5% | $6,341-7.4% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |