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 | $51,014 | $63,346-19.5% | $92,233-44.7% | $70,131-27.3% |
| Participation rate | 46.3% | 68.7%-22.3pp | 76.5%-30.1pp | 69.5%-23.2pp |
| Annual return | 14.25% | 530.12%-515.9pp | 176.28%-162.0pp | 73.14%-58.9pp |
| Employer contribution / active EE | $737 | $2,471-70.2% | $3,679-80.0% | $2,342-68.5% |
| Participant deferral / active EE | $1,604 | $2,854-43.8% | $3,897-58.8% | $3,332-51.8% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |