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 | $17,199 | $158,398-89.1% | $126,539-86.4% | $142,382-87.9% |
| Participation rate | 27.8% | 75.8%-48.0pp | 69.8%-42.0pp | 80.1%-52.3pp |
| Annual return | 23.07% | 593.76%-570.7pp | 425.95%-402.9pp | 217.08%-194.0pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,584 | $4,767-66.8% | $4,083-61.2% | $6,507-75.7% |
| Admin fee / account holder | $210 | $6,918-97.0% | $6,065-96.5% | $12,624-98.3% |