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 | $92,432 | $158,398-41.6% | $126,539-27.0% | $142,382-35.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 10.57% | 593.76%-583.2pp | 425.95%-415.4pp | 217.08%-206.5pp |
| Employer contribution / active EE | $791 | $4,650-83.0% | $3,674-78.5% | $4,299-81.6% |
| Participant deferral / active EE | $1,627 | $4,767-65.9% | $4,083-60.1% | $6,507-75.0% |
| Admin fee / account holder | $20 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |