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 | $53,156 | $162,781-67.3% | $133,956-60.3% | $158,922-66.6% |
| Participation rate | 37.5% | 83.2%-45.7pp | 79.8%-42.3pp | 82.0%-44.5pp |
| Annual return | 19.43% | 41.94%-22.5pp | 45.09%-25.7pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,072 | $4,975-78.4% | $3,919-72.6% | $4,761-77.5% |
| Participant deferral / active EE | $2,892 | $5,911-51.1% | $5,048-42.7% | $5,982-51.6% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |