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 | $21,468 | $64,348-66.6% | $90,160-76.2% | $70,131-69.4% |
| Participation rate | 55.8% | 70.4%-14.6pp | 76.9%-21.1pp | 69.5%-13.7pp |
| Annual return | 76.86% | 28.13%+48.7pp | 34.88%+42.0pp | 73.14%+3.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,170 | $4,389+86.2% | $5,288+54.5% | $3,332+145.2% |
| Admin fee / account holder | $20 | $3,944-99.5% | $5,943-99.7% | $4,645-99.6% |