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 | $57,796 | $111,814-48.3% | $103,374-44.1% | $145,959-60.4% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 14.28% | 24.77%-10.5pp | 24.89%-10.6pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,437 | $4,214-65.9% | $3,869-62.9% | $4,661-69.2% |
| Participant deferral / active EE | $3,593 | $5,618-36.0% | $5,058-29.0% | $6,689-46.3% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |