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 10-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 | $23,885 | $232,540-89.7% | $185,117-87.1% | $147,584-83.8% |
| Participation rate | 41.7% | 82.4%-40.7pp | 77.3%-35.6pp | 82.8%-41.2pp |
| Annual return | 50.57% | 43.03%+7.5pp | 40.50%+10.1pp | 578.55%-528.0pp |
| Employer contribution / active EE | $1,392 | $5,195-73.2% | $4,182-66.7% | $4,876-71.5% |
| Participant deferral / active EE | $1,749 | $5,834-70.0% | $5,045-65.3% | $5,439-67.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |