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 | $23,404 | $232,540-89.9% | $185,117-87.4% | $147,584-84.1% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 30.84% | 43.03%-12.2pp | 40.50%-9.7pp | 578.55%-547.7pp |
| Employer contribution / active EE | $1,840 | $5,195-64.6% | $4,182-56.0% | $4,876-62.3% |
| Participant deferral / active EE | $4,640 | $5,834-20.5% | $5,045-8.0% | $5,439-14.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |