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 6-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 | $29,432 | $106,515-72.4% | $96,683-69.6% | $139,434-78.9% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 32.60% | 38.43%-5.8pp | 35.69%-3.1pp | 372.94%-340.3pp |
| Employer contribution / active EE | $1,374 | $4,103-66.5% | $3,737-63.2% | $4,751-71.1% |
| Participant deferral / active EE | $3,321 | $5,454-39.1% | $4,878-31.9% | $6,710-50.5% |
| Admin fee / account holder | $89 | $7,877-98.9% | $6,730-98.7% | $11,403-99.2% |