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 | $64,728 | $115,770-44.1% | $101,248-36.1% | $158,922-59.3% |
| Participation rate | 30.0% | 79.4%-49.4pp | 75.8%-45.8pp | 82.0%-52.0pp |
| Annual return | 24.41% | 56.14%-31.7pp | 46.47%-22.1pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,390 | $4,175-66.7% | $3,660-62.0% | $4,761-70.8% |
| Participant deferral / active EE | $3,723 | $4,957-24.9% | $4,370-14.8% | $5,982-37.8% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |