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 | $14,621 | $102,616-85.8% | $81,983-82.2% | $158,922-90.8% |
| Participation rate | 57.1% | 75.5%-18.4pp | 69.2%-12.1pp | 82.0%-24.8pp |
| Annual return | 27.99% | 61.04%-33.1pp | 41.31%-13.3pp | 302.83%-274.8pp |
| Employer contribution / active EE | $1,451 | $3,240-55.2% | $2,498-41.9% | $4,761-69.5% |
| Participant deferral / active EE | $2,248 | $4,648-51.6% | $3,722-39.6% | $5,982-62.4% |
| Admin fee / account holder | $199 | $8,235-97.6% | $5,664-96.5% | $11,246-98.2% |