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 | $48,970 | $202,432-75.8% | $169,368-71.1% | $139,434-64.9% |
| Participation rate | 36.4% | 81.1%-44.7pp | 77.1%-40.8pp | 80.3%-44.0pp |
| Annual return | 20.74% | 531.74%-511.0pp | 405.60%-384.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $679 | $4,692-85.5% | $4,013-83.1% | $4,751-85.7% |
| Participant deferral / active EE | $1,737 | $6,938-75.0% | $6,221-72.1% | $6,710-74.1% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |