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 | $44,686 | $70,756-36.8% | $65,493-31.8% | $142,382-68.6% |
| Participation rate | 41.2% | 77.4%-36.2pp | 73.1%-31.9pp | 80.1%-38.9pp |
| Annual return | 18.76% | 1754.89%-1736.1pp | 982.45%-963.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,551 | $4,637-23.4% | $3,961-10.4% | $6,507-45.4% |
| Admin fee / account holder | $212 | $6,559-96.8% | $5,028-95.8% | $12,624-98.3% |