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 | $41,421 | $91,552-54.8% | $133,956-69.1% | $79,858-48.1% |
| Participation rate | 25.6% | 73.3%-47.8pp | 79.8%-54.3pp | 69.6%-44.1pp |
| Annual return | 26.53% | 61.85%-35.3pp | 45.09%-18.6pp | 31.71%-5.2pp |
| Employer contribution / active EE | $926 | $2,384-61.2% | $3,919-76.4% | $2,471-62.5% |
| Participant deferral / active EE | $2,015 | $3,733-46.0% | $5,048-60.1% | $3,740-46.1% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |