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 | $95,404 | $100,852-5.4% | $90,404+5.5% | $158,922-40.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 15.96% | 1724.20%-1708.2pp | 1293.02%-1277.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,095 | $3,689-70.3% | $3,262-66.4% | $4,761-77.0% |
| Participant deferral / active EE | $1,759 | $4,348-59.5% | $3,963-55.6% | $5,982-70.6% |
| Admin fee / account holder | $273 | $6,501-95.8% | $5,611-95.1% | $11,246-97.6% |