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 | $46,511 | $118,849-60.9% | $96,562-51.8% | $167,490-72.2% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 16.63% | 50.49%-33.9pp | 37.78%-21.2pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,049 | $3,120-34.3% | $2,356-13.1% | $4,837-57.6% |
| Participant deferral / active EE | $4,037 | $4,616-12.6% | $3,849+4.9% | $6,341-36.3% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |