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 | $23,293 | $228,332-89.8% | $185,823-87.5% | $158,922-85.3% |
| Participation rate | 34.8% | 82.3%-47.5pp | 78.0%-43.2pp | 82.0%-47.2pp |
| Annual return | 35.39% | 40.80%-5.4pp | 35.95%-0.6pp | 302.83%-267.4pp |
| Employer contribution / active EE | $828 | $4,967-83.3% | $4,087-79.7% | $4,761-82.6% |
| Participant deferral / active EE | $2,791 | $6,415-56.5% | $5,632-50.4% | $5,982-53.3% |
| Admin fee / account holder | $34 | $11,864-99.7% | $9,500-99.6% | $11,246-99.7% |