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 7-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 | $32,290 | $149,040-78.3% | $120,225-73.1% | $137,256-76.5% |
| Participation rate | 21.1% | 75.4%-54.4pp | 69.6%-48.5pp | 80.0%-58.9pp |
| Annual return | 12.21% | 605.68%-593.5pp | 439.23%-427.0pp | 220.34%-208.1pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $786 | $4,655-83.1% | $3,999-80.3% | $6,407-87.7% |
| Admin fee / account holder | $139 | $6,348-97.8% | $5,696-97.6% | $12,270-98.9% |