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 | $26,835 | $64,324-58.3% | $118,925-77.4% | $79,858-66.4% |
| Participation rate | 40.5% | 64.9%-24.4pp | 75.4%-34.9pp | 69.6%-29.2pp |
| Annual return | 22.16% | 86.45%-64.3pp | 35.88%-13.7pp | 31.71%-9.6pp |
| Employer contribution / active EE | $637 | $1,836-65.3% | $3,263-80.5% | $2,471-74.2% |
| Participant deferral / active EE | $1,934 | $2,824-31.5% | $4,265-54.6% | $3,740-48.3% |
| Admin fee / account holder | $99 | $4,040-97.6% | $6,581-98.5% | $5,306-98.1% |