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 | $118,503 | $154,117-23.1% | $129,995-8.8% | $139,434-15.0% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.5%-53.5pp | 80.3%-55.3pp |
| Annual return | 22.46% | 32.48%-10.0pp | -137.18%+159.6pp | 372.94%-350.5pp |
| Employer contribution / active EE | $2,383 | $5,289-54.9% | $4,320-44.8% | $4,751-49.8% |
| Participant deferral / active EE | $3,357 | $6,710-50.0% | $5,820-42.3% | $6,710-50.0% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |