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 9-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 | $67,926 | $104,974-35.3% | $95,585-28.9% | $142,382-52.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 18.91% | 210.33%-191.4pp | 38.56%-19.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,692 | $2,779-3.1% | $2,527+6.5% | $4,299-37.4% |
| Participant deferral / active EE | $6,316 | $4,352+45.1% | $4,023+57.0% | $6,507-2.9% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |