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 | $25,364 | $77,419-67.2% | $69,455-63.5% | $152,861-83.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.4%-15.8pp |
| Annual return | 35.91% | 39.06%-3.2pp | 28.97%+6.9pp | 345.32%-309.4pp |
| Employer contribution / active EE | $2,392 | $3,315-27.9% | $2,779-13.9% | $4,762-49.8% |
| Participant deferral / active EE | $7,129 | $4,414+61.5% | $3,535+101.7% | $5,850+21.9% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |