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 | $67,692 | $83,337-18.8% | $67,834-0.2% | $273,961-75.3% |
| Participation rate | 37.5% | 76.4%-38.9pp | 68.8%-31.3pp | 83.0%-45.5pp |
| Annual return | 5.89% | 259.45%-253.6pp | 138.47%-132.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $645 | $3,287-80.4% | $2,403-73.1% | $4,869-86.7% |
| Participant deferral / active EE | $1,186 | $4,088-71.0% | $3,160-62.5% | $5,287-77.6% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |