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 | $43,118 | $76,738-43.8% | $56,411-23.6% | $145,922-70.5% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 6.12% | 2994.23%-2988.1pp | 1701.33%-1695.2pp | 561.29%-555.2pp |
| Employer contribution / active EE | $331 | $1,380-76.0% | $1,039-68.1% | $4,660-92.9% |
| Participant deferral / active EE | $945 | $2,623-64.0% | $1,952-51.6% | $6,688-85.9% |
| Admin fee / account holder | $184 | $3,334-94.5% | $2,829-93.5% | $13,397-98.6% |