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 | $48,288 | $140,588-65.7% | $123,104-60.8% | $125,391-61.5% |
| Participation rate | 45.5% | 88.2%-42.7pp | 86.8%-41.3pp | 83.2%-37.7pp |
| Annual return | -1.42% | 16.80%-18.2pp | 13.22%-14.6pp | 282.22%-283.6pp |
| Employer contribution / active EE | $2,160 | $6,041-64.2% | $5,151-58.1% | $4,866-55.6% |
| Participant deferral / active EE | $4,039 | $6,980-42.1% | $6,230-35.2% | $5,352-24.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |