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 | $95,266-73.3% | $82,389-69.1% | $142,382-82.1% |
| Participation rate | 30.0% | 74.5%-44.5pp | 69.5%-39.5pp | 80.1%-50.1pp |
| Annual return | 21.08% | 25.74%-4.7pp | 28.67%-7.6pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,180 | $2,991-60.5% | $2,517-53.1% | $4,299-72.6% |
| Participant deferral / active EE | $1,576 | $4,809-67.2% | $4,155-62.1% | $6,507-75.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |