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 | $50,877 | $100,773-49.5% | $88,946-42.8% | $142,382-64.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 20.04% | 70.18%-50.1pp | 57.82%-37.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $962 | $2,918-67.0% | $2,555-62.3% | $4,299-77.6% |
| Participant deferral / active EE | $2,052 | $5,230-60.8% | $4,581-55.2% | $6,507-68.5% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |