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 | $61,754 | $74,888-17.5% | $71,209-13.3% | $142,382-56.6% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.1%-21.8pp |
| Annual return | 15.51% | 345.14%-329.6pp | 282.51%-267.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,582 | $2,854-44.6% | $2,721-41.9% | $4,299-63.2% |
| Participant deferral / active EE | $2,245 | $4,454-49.6% | $4,175-46.2% | $6,507-65.5% |
| Admin fee / account holder | $13 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |