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 7-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 | $38,595 | $107,934-64.2% | $91,989-58.0% | $152,861-74.8% |
| Participation rate | 57.1% | 81.2%-24.0pp | 78.6%-21.5pp | 82.4%-25.3pp |
| Annual return | 32.41% | 89.24%-56.8pp | 69.02%-36.6pp | 345.32%-312.9pp |
| Employer contribution / active EE | $2,226 | $4,210-47.1% | $3,452-35.5% | $4,762-53.3% |
| Participant deferral / active EE | $7,441 | $6,364+16.9% | $5,923+25.6% | $5,850+27.2% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |