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 | $37,783 | $169,161-77.7% | $129,295-70.8% | $145,959-74.1% |
| Participation rate | 22.2% | 76.5%-54.2pp | 69.6%-47.4pp | 80.3%-58.1pp |
| Annual return | 14.49% | 14348.07%-14333.6pp | 9429.28%-9414.8pp | 561.95%-547.5pp |
| Employer contribution / active EE | $845 | $5,543-84.7% | $4,157-79.7% | $4,661-81.9% |
| Participant deferral / active EE | $1,130 | $4,989-77.4% | $4,169-72.9% | $6,689-83.1% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |