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 | $32,071 | $91,190-64.8% | $178,490-82.0% | $79,858-59.8% |
| Participation rate | 40.0% | 69.2%-29.2pp | 81.9%-41.9pp | 69.6%-29.6pp |
| Annual return | 21.25% | 24.19%-2.9pp | 151.07%-129.8pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,192 | $3,256-63.4% | $5,011-76.2% | $2,471-51.8% |
| Participant deferral / active EE | $1,414 | $3,236-56.3% | $5,202-72.8% | $3,740-62.2% |
| Admin fee / account holder | $7 | $6,751-99.9% | $13,984-100.0% | $5,306-99.9% |