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 | $39,945 | $65,041-38.6% | $90,951-56.1% | $79,858-50.0% |
| Participation rate | 46.8% | 61.6%-14.8pp | 69.0%-22.2pp | 69.6%-22.8pp |
| Annual return | 21.01% | 30.45%-9.4pp | 134.60%-113.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $654 | $1,247-47.6% | $2,122-69.2% | $2,471-73.5% |
| Participant deferral / active EE | $1,309 | $2,512-47.9% | $3,373-61.2% | $3,740-65.0% |
| Admin fee / account holder | $70 | $4,536-98.5% | $5,959-98.8% | $5,306-98.7% |