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 | $20,640 | $177,572-88.4% | $154,803-86.7% | $142,382-85.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 21.81% | 65.07%-43.3pp | 58.88%-37.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,131 | $6,272-50.1% | $5,540-43.5% | $6,507-51.9% |
| Admin fee / account holder | $53 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |