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 | $80,912 | $118,849-31.9% | $96,562-16.2% | $167,490-51.7% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 12.36% | 50.49%-38.1pp | 37.78%-25.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,915 | $3,120-38.6% | $2,356-18.7% | $4,837-60.4% |
| Participant deferral / active EE | $7,384 | $4,616+60.0% | $3,849+91.8% | $6,341+16.4% |
| Admin fee / account holder | $270 | $8,065-96.7% | $6,181-95.6% | $12,309-97.8% |