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 | $38,269 | $159,602-76.0% | $150,045-74.5% | $142,382-73.1% |
| Participation rate | 52.6% | 84.0%-31.3pp | 82.3%-29.7pp | 80.1%-27.5pp |
| Annual return | 39.64% | 70.24%-30.6pp | 62.55%-22.9pp | 217.08%-177.4pp |
| Employer contribution / active EE | $1,318 | $4,961-73.4% | $4,693-71.9% | $4,299-69.3% |
| Participant deferral / active EE | $2,950 | $8,310-64.5% | $7,997-63.1% | $6,507-54.7% |
| Admin fee / account holder | $262 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |