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 | $78,256 | $115,770-32.4% | $101,248-22.7% | $158,922-50.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 21.70% | 56.14%-34.4pp | 46.47%-24.8pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,883 | $4,175-54.9% | $3,660-48.6% | $4,761-60.5% |
| Participant deferral / active EE | $10,772 | $4,957+117.3% | $4,370+146.5% | $5,982+80.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |