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 | $48,643 | $108,172-55.0% | $77,482-37.2% | $158,922-69.4% |
| Participation rate | 31.6% | 64.4%-32.8pp | 54.2%-22.6pp | 82.0%-50.4pp |
| Annual return | 20.56% | 31.67%-11.1pp | 54.79%-34.2pp | 302.83%-282.3pp |
| Employer contribution / active EE | $551 | $1,325-58.4% | $986-44.1% | $4,761-88.4% |
| Participant deferral / active EE | $4,275 | $2,456+74.0% | $1,861+129.7% | $5,982-28.5% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |