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 | $36,788 | $107,334-65.7% | $92,893-60.4% | $152,861-75.9% |
| Participation rate | 38.5% | 79.8%-41.3pp | 76.0%-37.5pp | 82.4%-44.0pp |
| Annual return | 33.17% | 145.58%-112.4pp | 109.41%-76.2pp | 345.32%-312.1pp |
| Employer contribution / active EE | $1,043 | $4,221-75.3% | $3,653-71.4% | $4,762-78.1% |
| Participant deferral / active EE | $3,093 | $4,845-36.2% | $4,236-27.0% | $5,850-47.1% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |