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 | $38,642 | $165,335-76.6% | $149,696-74.2% | $158,922-75.7% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 15.85% | 348.15%-332.3pp | 276.60%-260.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,704 | $5,103-66.6% | $4,644-63.3% | $4,761-64.2% |
| Participant deferral / active EE | $2,440 | $7,181-66.0% | $6,842-64.3% | $5,982-59.2% |
| Admin fee / account holder | $13 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |