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 | $17,284 | $107,334-83.9% | $92,893-81.4% | $152,861-88.7% |
| Participation rate | 19.0% | 79.8%-60.7pp | 76.0%-57.0pp | 82.4%-63.4pp |
| Annual return | 51.75% | 145.58%-93.8pp | 109.41%-57.7pp | 345.32%-293.6pp |
| Employer contribution / active EE | $770 | $4,221-81.8% | $3,653-78.9% | $4,762-83.8% |
| Participant deferral / active EE | $2,203 | $4,845-54.5% | $4,236-48.0% | $5,850-62.3% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |