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 7-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 | $39,681 | $115,770-65.7% | $101,248-60.8% | $158,922-75.0% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 19.20% | 56.14%-36.9pp | 46.47%-27.3pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,013 | $4,175-75.7% | $3,660-72.3% | $4,761-78.7% |
| Participant deferral / active EE | $2,027 | $4,957-59.1% | $4,370-53.6% | $5,982-66.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |