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 | $25,453 | $87,166-70.8% | $76,735-66.8% | $137,256-81.5% |
| Participation rate | 30.0% | 74.4%-44.4pp | 69.5%-39.5pp | 80.0%-50.0pp |
| Annual return | 21.08% | 26.50%-5.4pp | 29.77%-8.7pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,180 | $2,904-59.4% | $2,454-51.9% | $4,156-71.6% |
| Participant deferral / active EE | $1,576 | $4,726-66.7% | $4,088-61.4% | $6,407-75.4% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |