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 10-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 | $21,641 | $99,652-78.3% | $78,778-72.5% | $147,584-85.3% |
| Participation rate | 58.3% | 76.2%-17.9pp | 69.2%-10.9pp | 82.8%-24.5pp |
| Annual return | 22.64% | 47.28%-24.6pp | 35.62%-13.0pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,234 | $2,796-20.1% | $1,986+12.5% | $4,876-54.2% |
| Participant deferral / active EE | $4,908 | $3,664+34.0% | $2,958+65.9% | $5,439-9.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |