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 | $23,591 | $49,227-52.1% | $70,449-66.5% | $79,858-70.5% |
| Participation rate | 57.1% | 69.2%-12.0pp | 75.1%-17.9pp | 69.6%-12.5pp |
| Annual return | 284.88% | 30.06%+254.8pp | 109.03%+175.8pp | 31.71%+253.2pp |
| Employer contribution / active EE | $1,225 | $2,099-41.6% | $2,737-55.2% | $2,471-50.4% |
| Participant deferral / active EE | $2,152 | $2,768-22.2% | $3,709-42.0% | $3,740-42.5% |
| Admin fee / account holder | $6 | $2,878-99.8% | $3,845-99.8% | $5,306-99.9% |