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 | $39,652 | $48,230-17.8% | $67,502-41.3% | $80,856-51.0% |
| Participation rate | 31.3% | 66.4%-35.1pp | 72.9%-41.6pp | 67.6%-36.4pp |
| Annual return | 19.72% | 18.28%+1.4pp | 3512.12%-3492.4pp | 35.59%-15.9pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $883 | $2,924-69.8% | $4,000-77.9% | $4,296-79.4% |
| Admin fee / account holder | $20 | $3,681-99.5% | $3,998-99.5% | $6,918-99.7% |