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 | $25,716 | $85,022-69.8% | $70,515-63.5% | $139,434-81.6% |
| Participation rate | 40.0% | 73.9%-33.9pp | 68.3%-28.3pp | 80.3%-40.3pp |
| Annual return | 15.97% | 30.38%-14.4pp | 32.77%-16.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,009 | $3,909-74.2% | $2,973-66.1% | $4,751-78.8% |
| Participant deferral / active EE | $6,106 | $5,890+3.7% | $4,567+33.7% | $6,710-9.0% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |