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 7-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 | $37,871 | $51,638-26.7% | $68,368-44.6% | $82,448-54.1% |
| Participation rate | 48.1% | 63.6%-15.5pp | 73.8%-25.6pp | 68.1%-19.9pp |
| Annual return | 22.64% | 37.53%-14.9pp | 292.57%-269.9pp | 41.64%-19.0pp |
| Employer contribution / active EE | $1,949 | $2,047-4.8% | $2,649-26.4% | $2,551-23.6% |
| Participant deferral / active EE | $3,677 | $2,914+26.2% | $4,123-10.8% | $4,139-11.2% |
| Admin fee / account holder | $142 | $4,643-96.9% | $5,150-97.2% | $7,234-98.0% |