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 | $163,333 | $118,427+37.9% | $66,042+147.3% | $142,382+14.7% |
| Participation rate | 16.7% | 68.1%-51.5pp | 67.5%-50.8pp | 80.1%-63.5pp |
| Annual return | 19.55% | 35.57%-16.0pp | 52.11%-32.6pp | 217.08%-197.5pp |
| Employer contribution / active EE | $410 | $2,570-84.0% | $1,579-74.0% | $4,299-90.5% |
| Participant deferral / active EE | $2,075 | $4,311-51.9% | $2,835-26.8% | $6,507-68.1% |
| Admin fee / account holder | $0 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |