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 | $42,075 | $210,648-80.0% | $177,989-76.4% | $145,922-71.2% |
| Participation rate | 63.2% | 80.8%-17.6pp | 77.1%-13.9pp | 80.3%-17.1pp |
| Annual return | 14.36% | 385.86%-371.5pp | 294.48%-280.1pp | 561.29%-546.9pp |
| Employer contribution / active EE | $684 | $4,565-85.0% | $3,949-82.7% | $4,660-85.3% |
| Participant deferral / active EE | $3,076 | $6,958-55.8% | $6,276-51.0% | $6,688-54.0% |
| Admin fee / account holder | $194 | $12,013-98.4% | $10,363-98.1% | $13,397-98.5% |