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 | $120,279 | $158,398-24.1% | $126,539-4.9% | $142,382-15.5% |
| Participation rate | 37.5% | 75.8%-38.3pp | 69.8%-32.3pp | 80.1%-42.6pp |
| Annual return | 19.30% | 593.76%-574.5pp | 425.95%-406.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,572 | $4,650-66.2% | $3,674-57.2% | $4,299-63.4% |
| Participant deferral / active EE | $2,450 | $4,767-48.6% | $4,083-40.0% | $6,507-62.3% |
| Admin fee / account holder | $89 | $6,918-98.7% | $6,065-98.5% | $12,624-99.3% |