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 | $54,347 | $74,888-27.4% | $71,209-23.7% | $142,382-61.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 17.92% | 345.14%-327.2pp | 282.51%-264.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,436 | $2,854-49.7% | $2,721-47.2% | $4,299-66.6% |
| Participant deferral / active EE | $5,277 | $4,454+18.5% | $4,175+26.4% | $6,507-18.9% |
| Admin fee / account holder | $213 | $5,568-96.2% | $5,349-96.0% | $12,624-98.3% |