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 6-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 | $75,941 | $115,770-34.4% | $101,248-25.0% | $158,922-52.2% |
| Participation rate | 64.3% | 79.4%-15.1pp | 75.8%-11.5pp | 82.0%-17.7pp |
| Annual return | 17.85% | 56.14%-38.3pp | 46.47%-28.6pp | 302.83%-285.0pp |
| Employer contribution / active EE | $985 | $4,175-76.4% | $3,660-73.1% | $4,761-79.3% |
| Participant deferral / active EE | $1,591 | $4,957-67.9% | $4,370-63.6% | $5,982-73.4% |
| Admin fee / account holder | $7 | $7,245-99.9% | $5,945-99.9% | $11,246-99.9% |