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 | $25,840 | $45,073-42.7% | $69,455-62.8% | $72,985-64.6% |
| Participation rate | 35.7% | 68.5%-32.8pp | 74.6%-38.9pp | 69.5%-33.8pp |
| Annual return | 49.56% | 22.65%+26.9pp | 28.97%+20.6pp | 81.00%-31.4pp |
| Employer contribution / active EE | $1,034 | $2,054-49.7% | $2,779-62.8% | $2,440-57.6% |
| Participant deferral / active EE | $2,770 | $2,602+6.5% | $3,535-21.7% | $3,607-23.2% |
| Admin fee / account holder | $223 | $3,056-92.7% | $3,839-94.2% | $5,124-95.7% |