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 | $44,132 | $84,696-47.9% | $75,696-41.7% | $167,490-73.7% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.8%-34.8pp | 82.1%-42.1pp |
| Annual return | 13.38% | 199.36%-186.0pp | 104.53%-91.1pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,783 | $3,230-44.8% | $2,743-35.0% | $4,837-63.1% |
| Participant deferral / active EE | $4,141 | $4,580-9.6% | $3,821+8.4% | $6,341-34.7% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |