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 | $66,273 | $107,452-38.3% | $91,541-27.6% | $142,382-53.5% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.8%-12.6pp | 80.1%-23.0pp |
| Annual return | 19.54% | 22.06%-2.5pp | 20.50%-1.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,573 | $2,994-47.5% | $2,505-37.2% | $4,299-63.4% |
| Participant deferral / active EE | $6,547 | $4,754+37.7% | $4,008+63.3% | $6,507+0.6% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |