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 | $46,632 | $101,724-54.2% | $164,813-71.7% | $80,856-42.3% |
| Participation rate | 47.6% | 71.8%-24.2pp | 78.6%-31.0pp | 67.6%-20.0pp |
| Annual return | 17.03% | 16.72%+0.3pp | 69.93%-52.9pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,430 | $2,953-51.6% | $4,341-67.1% | $2,755-48.1% |
| Participant deferral / active EE | $2,401 | $4,477-46.4% | $6,031-60.2% | $4,296-44.1% |
| Admin fee / account holder | $0 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |