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 | $44,669 | $111,535-60.0% | $105,223-57.5% | $137,256-67.5% |
| Participation rate | 41.2% | 78.1%-36.9pp | 75.0%-33.9pp | 80.0%-38.8pp |
| Annual return | 19.27% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,167 | $3,939-70.4% | $3,689-68.3% | $4,156-71.9% |
| Participant deferral / active EE | $3,082 | $5,500-44.0% | $5,072-39.2% | $6,407-51.9% |
| Admin fee / account holder | $18 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |