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 | $49,901 | $110,502-54.8% | $80,716-38.2% | $167,490-70.2% |
| Participation rate | 26.7% | 64.0%-37.3pp | 54.2%-27.5pp | 82.1%-55.4pp |
| Annual return | 17.14% | 120.54%-103.4pp | 87.28%-70.1pp | 478.56%-461.4pp |
| Employer contribution / active EE | $335 | $1,543-78.3% | $1,160-71.1% | $4,837-93.1% |
| Participant deferral / active EE | $4,874 | $2,871+69.8% | $2,146+127.1% | $6,341-23.1% |
| Admin fee / account holder | $21 | $4,545-99.5% | $3,380-99.4% | $12,309-99.8% |