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 | $44,472 | $72,277-38.5% | $101,248-56.1% | $79,858-44.3% |
| Participation rate | 21.4% | 68.5%-47.0pp | 75.8%-54.4pp | 69.6%-48.2pp |
| Annual return | 30.01% | 22.30%+7.7pp | 46.47%-16.5pp | 31.71%-1.7pp |
| Employer contribution / active EE | $673 | $2,692-75.0% | $3,660-81.6% | $2,471-72.8% |
| Participant deferral / active EE | $2,116 | $3,282-35.5% | $4,370-51.6% | $3,740-43.4% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |