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 | $24,476 | $85,022-71.2% | $70,515-65.3% | $139,434-82.4% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.3%-8.3pp | 80.3%-20.3pp |
| Annual return | 35.00% | 30.38%+4.6pp | 32.77%+2.2pp | 372.94%-337.9pp |
| Employer contribution / active EE | $1,435 | $3,909-63.3% | $2,973-51.8% | $4,751-69.8% |
| Participant deferral / active EE | $5,015 | $5,890-14.9% | $4,567+9.8% | $6,710-25.3% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |