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 | $33,252 | $149,734-77.8% | $118,925-72.0% | $158,922-79.1% |
| Participation rate | 60.0% | 82.1%-22.1pp | 75.4%-15.4pp | 82.0%-22.0pp |
| Annual return | 24.53% | 19.95%+4.6pp | 35.88%-11.3pp | 302.83%-278.3pp |
| Employer contribution / active EE | $1,398 | $4,115-66.0% | $3,263-57.2% | $4,761-70.6% |
| Participant deferral / active EE | $6,231 | $5,223+19.3% | $4,265+46.1% | $5,982+4.2% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |