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 | $34,958 | $202,432-82.7% | $169,368-79.4% | $139,434-74.9% |
| Participation rate | 64.7% | 81.1%-16.4pp | 77.1%-12.4pp | 80.3%-15.6pp |
| Annual return | 21.03% | 531.74%-510.7pp | 405.60%-384.6pp | 372.94%-351.9pp |
| Employer contribution / active EE | $595 | $4,692-87.3% | $4,013-85.2% | $4,751-87.5% |
| Participant deferral / active EE | $3,207 | $6,938-53.8% | $6,221-48.5% | $6,710-52.2% |
| Admin fee / account holder | $154 | $10,708-98.6% | $9,003-98.3% | $11,403-98.7% |