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 | $64,679 | $68,547-5.6% | $120,354-46.3% | $80,856-20.0% |
| Participation rate | 41.5% | 61.6%-20.1pp | 71.9%-30.4pp | 67.6%-26.2pp |
| Annual return | 15.12% | 23.60%-8.5pp | 107.15%-92.0pp | 35.59%-20.5pp |
| Employer contribution / active EE | $857 | $2,051-58.2% | $3,463-75.3% | $2,755-68.9% |
| Participant deferral / active EE | $3,053 | $3,173-3.8% | $4,991-38.8% | $4,296-28.9% |
| Admin fee / account holder | $26 | $5,732-99.6% | $9,423-99.7% | $6,918-99.6% |