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 | $49,173 | $202,318-75.7% | $172,739-71.5% | $152,861-67.8% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.4%-39.6pp |
| Annual return | 23.78% | 1029.65%-1005.9pp | 802.84%-779.1pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,536 | $5,856-73.8% | $5,143-70.1% | $4,762-67.7% |
| Participant deferral / active EE | $5,519 | $5,948-7.2% | $5,198+6.2% | $5,850-5.7% |
| Admin fee / account holder | $121 | $17,109-99.3% | $13,954-99.1% | $11,596-99.0% |