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 | $23,333 | $89,355-73.9% | $141,162-83.5% | $72,985-68.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 71.21% | 111.85%-40.6pp | 71.39%-0.2pp | 81.00%-9.8pp |
| Employer contribution / active EE | $1,608 | $3,114-48.4% | $4,735-66.0% | $2,440-34.1% |
| Participant deferral / active EE | $3,153 | $5,418-41.8% | $6,709-53.0% | $3,607-12.6% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |