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 | $82,550 | $124,319-33.6% | $111,297-25.8% | $167,490-50.7% |
| Participation rate | 55.6% | 79.6%-24.1pp | 77.3%-21.8pp | 82.1%-26.5pp |
| Annual return | 12.29% | 37.44%-25.1pp | 54.65%-42.4pp | 478.56%-466.3pp |
| Employer contribution / active EE | $699 | $3,435-79.7% | $2,731-74.4% | $4,837-85.6% |
| Participant deferral / active EE | $4,907 | $5,180-5.3% | $4,487+9.4% | $6,341-22.6% |
| Admin fee / account holder | $158 | $10,618-98.5% | $7,964-98.0% | $12,309-98.7% |