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 | $25,334 | $228,332-88.9% | $185,823-86.4% | $158,922-84.1% |
| Participation rate | 54.5% | 82.3%-27.8pp | 78.0%-23.5pp | 82.0%-27.4pp |
| Annual return | 26.18% | 40.80%-14.6pp | 35.95%-9.8pp | 302.83%-276.6pp |
| Employer contribution / active EE | $1,502 | $4,967-69.8% | $4,087-63.3% | $4,761-68.5% |
| Participant deferral / active EE | $3,273 | $6,415-49.0% | $5,632-41.9% | $5,982-45.3% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |