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 | $65,566 | $107,334-38.9% | $92,893-29.4% | $152,861-57.1% |
| Participation rate | 18.2% | 79.8%-61.6pp | 76.0%-57.8pp | 82.4%-64.3pp |
| Annual return | 29.40% | 145.58%-116.2pp | 109.41%-80.0pp | 345.32%-315.9pp |
| Employer contribution / active EE | $945 | $4,221-77.6% | $3,653-74.1% | $4,762-80.1% |
| Participant deferral / active EE | $2,836 | $4,845-41.5% | $4,236-33.0% | $5,850-51.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |