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 | $24,865 | $65,041-61.8% | $90,951-72.7% | $79,858-68.9% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.0%-35.7pp | 69.6%-36.3pp |
| Annual return | 34.20% | 30.45%+3.7pp | 134.60%-100.4pp | 31.71%+2.5pp |
| Employer contribution / active EE | $1,184 | $1,247-5.1% | $2,122-44.2% | $2,471-52.1% |
| Participant deferral / active EE | $3,123 | $2,512+24.3% | $3,373-7.4% | $3,740-16.5% |
| Admin fee / account holder | $20 | $4,536-99.6% | $5,959-99.7% | $5,306-99.6% |