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 | $37,409 | $110,809-66.2% | $86,874-56.9% | $167,490-77.7% |
| Participation rate | 60.0% | 75.8%-15.8pp | 71.6%-11.6pp | 82.1%-22.1pp |
| Annual return | 24.43% | 116.98%-92.5pp | 63.52%-39.1pp | 478.56%-454.1pp |
| Employer contribution / active EE | $1,251 | $3,244-61.4% | $2,495-49.9% | $4,837-74.1% |
| Participant deferral / active EE | $4,896 | $4,546+7.7% | $3,699+32.4% | $6,341-22.8% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |