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 | $55,663 | $77,164-27.9% | $178,014-68.7% | $80,874-31.2% |
| Participation rate | 28.2% | 65.7%-37.5pp | 77.1%-48.9pp | 67.6%-39.4pp |
| Annual return | 19.59% | 18.09%+1.5pp | 294.80%-275.2pp | 35.62%-16.0pp |
| Employer contribution / active EE | $725 | $2,288-68.3% | $3,950-81.7% | $2,756-73.7% |
| Participant deferral / active EE | $2,034 | $4,408-53.9% | $6,276-67.6% | $4,297-52.7% |
| Admin fee / account holder | $268 | $7,164-96.3% | $10,362-97.4% | $6,935-96.1% |