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 | $30,253 | $124,281-75.7% | $109,143-72.3% | $167,490-81.9% |
| Participation rate | 42.9% | 79.4%-36.6pp | 75.9%-33.0pp | 82.1%-39.2pp |
| Annual return | 15.69% | 26.04%-10.4pp | 25.75%-10.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,938 | $4,207-53.9% | $3,722-47.9% | $4,837-59.9% |
| Participant deferral / active EE | $5,765 | $5,255+9.7% | $4,653+23.9% | $6,341-9.1% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |