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 | $52,587 | $93,571-43.8% | $135,903-61.3% | $75,163-30.0% |
| Participation rate | 39.4% | 75.2%-35.8pp | 81.9%-42.5pp | 67.2%-27.8pp |
| Annual return | 24.36% | 30.90%-6.5pp | 68.23%-43.9pp | 160.62%-136.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,721 | $6,404+5.0% | $7,758-13.4% | $4,125+62.9% |
| Admin fee / account holder | $275 | $6,975-96.1% | $10,762-97.4% | $5,651-95.1% |