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 | $66,143 | $112,096-41.0% | $95,952-31.1% | $158,922-58.4% |
| Participation rate | 33.3% | 79.0%-45.6pp | 77.1%-43.7pp | 82.0%-48.6pp |
| Annual return | 21.02% | 171.09%-150.1pp | 91.61%-70.6pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,302 | $3,198-59.3% | $2,541-48.8% | $4,761-72.7% |
| Participant deferral / active EE | $3,252 | $4,784-32.0% | $4,167-22.0% | $5,982-45.6% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |