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 | $65,528 | $106,584-38.5% | $101,326-35.3% | $142,382-54.0% |
| Participation rate | 33.3% | 82.7%-49.4pp | 81.5%-48.2pp | 80.1%-46.8pp |
| Annual return | 21.03% | 36.93%-15.9pp | 36.82%-15.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $812 | $3,956-79.5% | $3,665-77.8% | $4,299-81.1% |
| Participant deferral / active EE | $3,203 | $8,297-61.4% | $7,994-59.9% | $6,507-50.8% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |