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 | $59,549 | $96,484-38.3% | $75,886-21.5% | $152,861-61.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | 27.32% | 33.98%-6.7pp | 30.76%-3.4pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,604 | $3,309-51.5% | $2,500-35.9% | $4,762-66.3% |
| Participant deferral / active EE | $10,417 | $4,553+128.8% | $3,603+189.1% | $5,850+78.1% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |