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 | $30,091 | $202,432-85.1% | $169,368-82.2% | $139,434-78.4% |
| Participation rate | 33.3% | 81.1%-47.7pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 18.05% | 531.74%-513.7pp | 405.60%-387.5pp | 372.94%-354.9pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,710 | $6,938-75.3% | $6,221-72.5% | $6,710-74.5% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |