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 | $22,613 | $110,261-79.5% | $95,745-76.4% | $139,434-83.8% |
| Participation rate | 58.8% | 75.8%-16.9pp | 72.3%-13.4pp | 80.3%-21.5pp |
| Annual return | 30.99% | 27.11%+3.9pp | 28.35%+2.6pp | 372.94%-341.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,033 | $4,676-35.1% | $4,245-28.5% | $6,710-54.8% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |