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 | $30,911 | $89,355-65.4% | $141,162-78.1% | $72,985-57.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 60.44% | 111.85%-51.4pp | 71.39%-11.0pp | 81.00%-20.6pp |
| Employer contribution / active EE | $1,686 | $3,114-45.9% | $4,735-64.4% | $2,440-30.9% |
| Participant deferral / active EE | $2,496 | $5,418-53.9% | $6,709-62.8% | $3,607-30.8% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |