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 | $50,564 | $121,625-58.4% | $104,607-51.7% | $158,922-68.2% |
| Participation rate | 54.5% | 77.5%-23.0pp | 74.1%-19.5pp | 82.0%-27.4pp |
| Annual return | 5.04% | 465.26%-460.2pp | 340.46%-335.4pp | 302.83%-297.8pp |
| Employer contribution / active EE | $1,697 | $3,163-46.3% | $2,681-36.7% | $4,761-64.4% |
| Participant deferral / active EE | $3,015 | $4,177-27.8% | $3,740-19.4% | $5,982-49.6% |
| Admin fee / account holder | $18 | $7,787-99.8% | $6,473-99.7% | $11,246-99.8% |