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 | $10,610 | $76,407-86.1% | $150,298-92.9% | $82,448-87.1% |
| Participation rate | 28.6% | 66.4%-37.8pp | 77.8%-49.2pp | 68.1%-39.5pp |
| Annual return | 20.65% | 39.99%-19.3pp | 62.79%-42.1pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,122 | $3,214-65.1% | $5,453-79.4% | $4,139-72.9% |
| Admin fee / account holder | $62 | $6,352-99.0% | $14,116-99.6% | $7,234-99.1% |