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 | $44,499 | $54,705-18.7% | $71,209-37.5% | $84,808-47.5% |
| Participation rate | 28.0% | 64.1%-36.1pp | 73.8%-45.8pp | 68.3%-40.3pp |
| Annual return | 23.35% | 35.90%-12.5pp | 282.51%-259.2pp | 40.90%-17.5pp |
| Employer contribution / active EE | $871 | $2,158-59.6% | $2,721-68.0% | $2,631-66.9% |
| Participant deferral / active EE | $2,914 | $3,030-3.8% | $4,175-30.2% | $4,212-30.8% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |