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 | $73,098 | $111,814-34.6% | $93,654-21.9% | $145,959-49.9% |
| Participation rate | 38.1% | 74.2%-36.1pp | 68.7%-30.6pp | 80.3%-42.2pp |
| Annual return | 15.76% | 203.30%-187.5pp | 133.34%-117.6pp | 561.95%-546.2pp |
| Employer contribution / active EE | $624 | $3,092-79.8% | $2,421-74.2% | $4,661-86.6% |
| Participant deferral / active EE | $3,360 | $4,914-31.6% | $4,413-23.9% | $6,689-49.8% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |