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 9-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 | $55,121 | $117,381-53.0% | $99,443-44.6% | $152,861-63.9% |
| Participation rate | 0.0% | 77.5%-77.5pp | 73.8%-73.8pp | 82.4%-82.4pp |
| Annual return | 15.16% | 31.87%-16.7pp | 30.72%-15.6pp | 345.32%-330.2pp |
| Employer contribution / active EE | $1,840 | $3,013-38.9% | $2,540-27.5% | $4,762-61.4% |
| Participant deferral / active EE | $2,112 | $4,086-48.3% | $3,619-41.6% | $5,850-63.9% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |