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 | $21,964 | $74,888-70.7% | $71,209-69.2% | $142,382-84.6% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.1%-24.6pp |
| Annual return | 24.59% | 345.14%-320.5pp | 282.51%-257.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $910 | $2,854-68.1% | $2,721-66.5% | $4,299-78.8% |
| Participant deferral / active EE | $3,970 | $4,454-10.9% | $4,175-4.9% | $6,507-39.0% |
| Admin fee / account holder | $61 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |