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 | $39,975 | $100,773-60.3% | $88,946-55.1% | $142,382-71.9% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 22.16% | 70.18%-48.0pp | 57.82%-35.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,728 | $2,918-40.8% | $2,555-32.4% | $4,299-59.8% |
| Participant deferral / active EE | $2,067 | $5,230-60.5% | $4,581-54.9% | $6,507-68.2% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |