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 | $27,117 | $96,484-71.9% | $75,886-64.3% | $152,861-82.3% |
| Participation rate | 55.6% | 76.2%-20.6pp | 69.3%-13.7pp | 82.4%-26.9pp |
| Annual return | 18.39% | 33.98%-15.6pp | 30.76%-12.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $517 | $3,309-84.4% | $2,500-79.3% | $4,762-89.1% |
| Participant deferral / active EE | $5,888 | $4,553+29.3% | $3,603+63.4% | $5,850+0.7% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |