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 | $27,914 | $110,502-74.7% | $80,716-65.4% | $167,490-83.3% |
| Participation rate | 25.0% | 64.0%-39.0pp | 54.2%-29.2pp | 82.1%-57.1pp |
| Annual return | 25.27% | 120.54%-95.3pp | 87.28%-62.0pp | 478.56%-453.3pp |
| Employer contribution / active EE | $723 | $1,543-53.1% | $1,160-37.7% | $4,837-85.0% |
| Participant deferral / active EE | $1,457 | $2,871-49.3% | $2,146-32.1% | $6,341-77.0% |
| Admin fee / account holder | $222 | $4,545-95.1% | $3,380-93.4% | $12,309-98.2% |