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 | $19,097 | $104,664-81.8% | $85,682-77.7% | $167,490-88.6% |
| Participation rate | 53.3% | 76.4%-23.0pp | 69.9%-16.5pp | 82.1%-28.8pp |
| Annual return | 17.53% | 21.45%-3.9pp | 21.49%-4.0pp | 478.56%-461.0pp |
| Employer contribution / active EE | $1,983 | $3,337-40.6% | $2,618-24.3% | $4,837-59.0% |
| Participant deferral / active EE | $3,457 | $4,824-28.4% | $3,923-11.9% | $6,341-45.5% |
| Admin fee / account holder | $63 | $10,032-99.4% | $6,873-99.1% | $12,309-99.5% |