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 6-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 | $35,587 | $29,319+21.4% | $52,425-32.1% | $82,448-56.8% |
| Participation rate | 16.8% | 46.9%-30.0pp | 55.6%-38.8pp | 68.1%-51.2pp |
| Annual return | 19.20% | 535.20%-516.0pp | 302.12%-282.9pp | 41.64%-22.4pp |
| Employer contribution / active EE | $451 | $586-23.1% | $914-50.7% | $2,551-82.3% |
| Participant deferral / active EE | $620 | $1,171-47.1% | $1,790-65.4% | $4,139-85.0% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |