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 | $33,049 | $144,119-77.1% | $117,854-72.0% | $147,584-77.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 25.67% | 531.15%-505.5pp | 335.08%-309.4pp | 578.55%-552.9pp |
| Employer contribution / active EE | $1,188 | $4,896-75.7% | $3,786-68.6% | $4,876-75.6% |
| Participant deferral / active EE | $2,704 | $5,316-49.1% | $4,482-39.7% | $5,439-50.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |