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 | $49,806 | $167,484-70.3% | $151,611-67.1% | $134,475-63.0% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -17.90% | 7.80%-25.7pp | 3.33%-21.2pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,852 | $6,829-72.9% | $6,166-70.0% | $4,740-60.9% |
| Participant deferral / active EE | $4,269 | $8,986-52.5% | $8,363-49.0% | $6,400-33.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |