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 | $54,141 | $115,770-53.2% | $101,248-46.5% | $158,922-65.9% |
| Participation rate | 47.4% | 79.4%-32.0pp | 75.8%-28.4pp | 82.0%-34.6pp |
| Annual return | 20.07% | 56.14%-36.1pp | 46.47%-26.4pp | 302.83%-282.8pp |
| Employer contribution / active EE | $4,169 | $4,175-0.1% | $3,660+13.9% | $4,761-12.4% |
| Participant deferral / active EE | $9,329 | $4,957+88.2% | $4,370+113.5% | $5,982+55.9% |
| Admin fee / account holder | $147 | $7,245-98.0% | $5,945-97.5% | $11,246-98.7% |