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 | $43,972 | $169,032-74.0% | $129,207-66.0% | $145,922-69.9% |
| Participation rate | 52.9% | 76.4%-23.5pp | 69.6%-16.7pp | 80.3%-27.3pp |
| Annual return | 14.32% | 14330.11%-14315.8pp | 9417.33%-9403.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $493 | $5,537-91.1% | $4,153-88.1% | $4,660-89.4% |
| Participant deferral / active EE | $1,248 | $4,987-75.0% | $4,168-70.1% | $6,688-81.3% |
| Admin fee / account holder | $148 | $9,954-98.5% | $7,715-98.1% | $13,397-98.9% |