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 | $30,849 | $107,334-71.3% | $92,893-66.8% | $152,861-79.8% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 26.97% | 145.58%-118.6pp | 109.41%-82.4pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,161 | $4,221-72.5% | $3,653-68.2% | $4,762-75.6% |
| Participant deferral / active EE | $5,214 | $4,845+7.6% | $4,236+23.1% | $5,850-10.9% |
| Admin fee / account holder | $265 | $7,079-96.3% | $5,794-95.4% | $11,596-97.7% |