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 9-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 | $46,406 | $113,339-59.1% | $94,993-51.1% | $147,584-68.6% |
| Participation rate | 15.0% | 78.0%-63.0pp | 73.9%-58.9pp | 82.8%-67.8pp |
| Annual return | 22.01% | 20.77%+1.2pp | 27.12%-5.1pp | 578.55%-556.5pp |
| Employer contribution / active EE | $372 | $3,160-88.2% | $2,603-85.7% | $4,876-92.4% |
| Participant deferral / active EE | $2,756 | $3,777-27.0% | $3,317-16.9% | $5,439-49.3% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |