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 | $42,285 | $69,207-38.9% | $64,056-34.0% | $139,434-69.7% |
| Participation rate | 28.6% | 75.6%-47.0pp | 72.3%-43.7pp | 80.3%-51.7pp |
| Annual return | 21.46% | 45.88%-24.4pp | 33.69%-12.2pp | 372.94%-351.5pp |
| Employer contribution / active EE | $481 | $3,182-84.9% | $2,747-82.5% | $4,751-89.9% |
| Participant deferral / active EE | $939 | $4,682-80.0% | $3,880-75.8% | $6,710-86.0% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |