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 | $25,415 | $107,334-76.3% | $92,893-72.6% | $152,861-83.4% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.6pp | 82.4%-37.0pp |
| Annual return | 23.14% | 145.58%-122.4pp | 109.41%-86.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $824 | $4,221-80.5% | $3,653-77.4% | $4,762-82.7% |
| Participant deferral / active EE | $2,391 | $4,845-50.6% | $4,236-43.6% | $5,850-59.1% |
| Admin fee / account holder | $232 | $7,079-96.7% | $5,794-96.0% | $11,596-98.0% |