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 | $42,712 | $102,966-58.5% | $90,281-52.7% | $152,861-72.1% |
| Participation rate | 45.5% | 75.9%-30.4pp | 73.3%-27.8pp | 82.4%-37.0pp |
| Annual return | 24.17% | 95.16%-71.0pp | 78.10%-53.9pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,068 | $3,139-66.0% | $2,854-62.6% | $4,762-77.6% |
| Participant deferral / active EE | $1,086 | $4,281-74.6% | $3,885-72.1% | $5,850-81.4% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |