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 | $31,863 | $152,460-79.1% | $118,746-73.2% | $147,584-78.4% |
| Participation rate | 55.6% | 82.3%-26.7pp | 78.3%-22.7pp | 82.8%-27.3pp |
| Annual return | 22.56% | 17.41%+5.1pp | 24.54%-2.0pp | 578.55%-556.0pp |
| Employer contribution / active EE | $1,294 | $5,046-74.3% | $4,193-69.1% | $4,876-73.5% |
| Participant deferral / active EE | $3,418 | $6,212-45.0% | $5,332-35.9% | $5,439-37.2% |
| Admin fee / account holder | $16 | $16,953-99.9% | $10,720-99.8% | $10,885-99.9% |