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 | $59,411 | $118,680-49.9% | $98,907-39.9% | $158,922-62.6% |
| Participation rate | 57.1% | 77.8%-20.7pp | 76.0%-18.9pp | 82.0%-24.8pp |
| Annual return | 21.30% | 372.35%-351.0pp | 196.43%-175.1pp | 302.83%-281.5pp |
| Employer contribution / active EE | $2,075 | $3,333-37.7% | $2,689-22.8% | $4,761-56.4% |
| Participant deferral / active EE | $6,674 | $5,088+31.2% | $4,244+57.3% | $5,982+11.6% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |