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 | $50,308 | $106,515-52.8% | $96,683-48.0% | $139,434-63.9% |
| Participation rate | 47.1% | 77.8%-30.8pp | 74.3%-27.3pp | 80.3%-33.3pp |
| Annual return | 15.36% | 38.43%-23.1pp | 35.69%-20.3pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,220 | $4,103-70.3% | $3,737-67.4% | $4,751-74.3% |
| Participant deferral / active EE | $3,713 | $5,454-31.9% | $4,878-23.9% | $6,710-44.7% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |