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 7-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 | $28,911 | $118,849-75.7% | $96,562-70.1% | $167,490-82.7% |
| Participation rate | 52.9% | 75.5%-22.5pp | 69.8%-16.9pp | 82.1%-29.2pp |
| Annual return | 16.37% | 50.49%-34.1pp | 37.78%-21.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,948 | $4,616+7.2% | $3,849+28.6% | $6,341-22.0% |
| Admin fee / account holder | $102 | $8,065-98.7% | $6,181-98.3% | $12,309-99.2% |