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 | $33,761 | $91,190-63.0% | $178,490-81.1% | $79,858-57.7% |
| Participation rate | 17.1% | 69.2%-52.1pp | 81.9%-64.8pp | 69.6%-52.5pp |
| Annual return | 24.35% | 24.19%+0.2pp | 151.07%-126.7pp | 31.71%-7.4pp |
| Employer contribution / active EE | $392 | $3,256-88.0% | $5,011-92.2% | $2,471-84.1% |
| Participant deferral / active EE | $1,537 | $3,236-52.5% | $5,202-70.4% | $3,740-58.9% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |