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 | $20,950 | $121,625-82.8% | $104,607-80.0% | $158,922-86.8% |
| Participation rate | 63.2% | 77.5%-14.4pp | 74.1%-10.9pp | 82.0%-18.8pp |
| Annual return | 17.39% | 465.26%-447.9pp | 340.46%-323.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,265 | $3,163-60.0% | $2,681-52.8% | $4,761-73.4% |
| Participant deferral / active EE | $3,149 | $4,177-24.6% | $3,740-15.8% | $5,982-47.4% |
| Admin fee / account holder | $149 | $7,787-98.1% | $6,473-97.7% | $11,246-98.7% |