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 8-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 | $34,539 | $108,642-68.2% | $74,701-53.8% | $152,861-77.4% |
| Participation rate | 22.2% | 65.3%-43.1pp | 54.5%-32.2pp | 82.4%-60.2pp |
| Annual return | 37.17% | 114.06%-76.9pp | 752.92%-715.7pp | 345.32%-308.1pp |
| Employer contribution / active EE | $506 | $1,503-66.3% | $1,084-53.3% | $4,762-89.4% |
| Participant deferral / active EE | $3,823 | $2,712+41.0% | $1,964+94.7% | $5,850-34.6% |
| Admin fee / account holder | $94 | $4,902-98.1% | $3,333-97.2% | $11,596-99.2% |