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 | $21,047 | $124,281-83.1% | $109,143-80.7% | $167,490-87.4% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 16.91% | 26.04%-9.1pp | 25.75%-8.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,570 | $4,207-62.7% | $3,722-57.8% | $4,837-67.5% |
| Participant deferral / active EE | $2,490 | $5,255-52.6% | $4,653-46.5% | $6,341-60.7% |
| Admin fee / account holder | $20 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |