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 | $105,230 | $111,535-5.7% | $105,2230% | $137,256-23.3% |
| Participation rate | 26.1% | 78.1%-52.0pp | 75.0%-49.0pp | 80.0%-53.9pp |
| Annual return | 19.09% | 237.85%-218.8pp | 180.65%-161.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $820 | $3,939-79.2% | $3,689-77.8% | $4,156-80.3% |
| Participant deferral / active EE | $3,171 | $5,500-42.3% | $5,072-37.5% | $6,407-50.5% |
| Admin fee / account holder | $57 | $9,721-99.4% | $8,859-99.4% | $12,270-99.5% |