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 | $34,490 | $85,202-59.5% | $172,739-80.0% | $72,985-52.7% |
| Participation rate | 30.6% | 70.1%-39.5pp | 82.6%-52.1pp | 69.5%-38.9pp |
| Annual return | 25.86% | 27.32%-1.5pp | 802.84%-777.0pp | 81.00%-55.1pp |
| Employer contribution / active EE | $1,182 | $3,324-64.5% | $5,143-77.0% | $2,440-51.6% |
| Participant deferral / active EE | $1,684 | $3,260-48.3% | $5,198-67.6% | $3,607-53.3% |
| Admin fee / account holder | $65 | $5,884-98.9% | $13,954-99.5% | $5,124-98.7% |