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 | $25,636 | $111,754-77.1% | $103,333-75.2% | $145,922-82.4% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 16.05% | 24.77%-8.7pp | 24.88%-8.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,674 | $4,212-60.3% | $3,868-56.7% | $4,660-64.1% |
| Participant deferral / active EE | $2,391 | $5,619-57.5% | $5,057-52.7% | $6,688-64.3% |
| Admin fee / account holder | $208 | $9,750-97.9% | $8,355-97.5% | $13,397-98.5% |