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 8-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 | $19,032 | $79,449-76.0% | $189,557-90.0% | $85,850-77.8% |
| Participation rate | 69.2% | 66.0%+3.2pp | 78.4%-9.2pp | 69.3%-0.1pp |
| Annual return | 25.33% | 18.45%+6.9pp | 64.17%-38.8pp | 318.53%-293.2pp |
| Employer contribution / active EE | $2,038 | $2,081-2.1% | $4,412-53.8% | $2,565-20.6% |
| Participant deferral / active EE | $3,731 | $4,051-7.9% | $6,174-39.6% | $3,952-5.6% |
| Admin fee / account holder | $4 | $5,377-99.9% | $9,807-100.0% | $6,260-99.9% |