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 | $86,926 | $99,918-13.0% | $81,382+6.8% | $145,922-40.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 18.63% | 34.32%-15.7pp | 24.73%-6.1pp | 561.29%-542.7pp |
| Employer contribution / active EE | $714 | $2,978-76.0% | $2,463-71.0% | $4,660-84.7% |
| Participant deferral / active EE | $882 | $4,605-80.8% | $3,883-77.3% | $6,688-86.8% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |