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 | $84,745 | $111,754-24.2% | $103,333-18.0% | $145,922-41.9% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.1pp | 80.3%-34.8pp |
| Annual return | 11.06% | 24.77%-13.7pp | 24.88%-13.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,607 | $4,212-61.8% | $3,868-58.4% | $4,660-65.5% |
| Participant deferral / active EE | $6,163 | $5,619+9.7% | $5,057+21.9% | $6,688-7.8% |
| Admin fee / account holder | $217 | $9,750-97.8% | $8,355-97.4% | $13,397-98.4% |