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 | $39,121 | $101,069-61.3% | $81,478-52.0% | $147,584-73.5% |
| Participation rate | 46.2% | 74.5%-28.3pp | 68.0%-21.8pp | 82.8%-36.7pp |
| Annual return | 13.54% | 32.40%-18.9pp | 38.78%-25.2pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,055 | $3,205-67.1% | $2,568-58.9% | $4,876-78.4% |
| Participant deferral / active EE | $2,792 | $4,242-34.2% | $3,537-21.1% | $5,439-48.7% |
| Admin fee / account holder | $226 | $5,812-96.1% | $4,561-95.1% | $10,885-97.9% |