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 | $59,278 | $102,317-42.1% | $146,958-59.7% | $80,856-26.7% |
| Participation rate | 67.6% | 75.8%-8.2pp | 82.2%-14.5pp | 67.6%0pp |
| Annual return | 16.16% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,946 | $3,713-20.6% | $4,933-40.3% | $2,755+7.0% |
| Participant deferral / active EE | $6,190 | $6,644-6.8% | $8,070-23.3% | $4,296+44.1% |
| Admin fee / account holder | $295 | $7,941-96.3% | $12,998-97.7% | $6,918-95.7% |