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 | $143,002 | $175,202-18.4% | $149,673-4.5% | $139,434+2.6% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 23.29% | 166.71%-143.4pp | 134.42%-111.1pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,355 | $5,474-75.3% | $4,818-71.9% | $4,751-71.5% |
| Participant deferral / active EE | $6,444 | $6,519-1.1% | $5,680+13.4% | $6,710-4.0% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |