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 6-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 | $51,389 | $180,749-71.6% | $160,784-68.0% | $137,256-62.6% |
| Participation rate | 54.5% | 80.0%-25.4pp | 77.0%-22.4pp | 80.0%-25.4pp |
| Annual return | 18.75% | 2234.46%-2215.7pp | 1803.92%-1785.2pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,049 | $4,155-74.8% | $3,733-71.9% | $4,156-74.8% |
| Participant deferral / active EE | $4,529 | $6,844-33.8% | $6,293-28.0% | $6,407-29.3% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |