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 8-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 | $30,516 | $135,952-77.6% | $123,892-75.4% | $273,961-88.9% |
| Participation rate | 44.4% | 84.1%-39.6pp | 81.4%-37.0pp | 83.0%-38.6pp |
| Annual return | 36.54% | 56.63%-20.1pp | 47.52%-11.0pp | 41.45%-4.9pp |
| Employer contribution / active EE | $1,958 | $5,170-62.1% | $4,617-57.6% | $4,869-59.8% |
| Participant deferral / active EE | $7,265 | $6,343+14.5% | $5,984+21.4% | $5,287+37.4% |
| Admin fee / account holder | $31 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |