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 | $53,654 | $154,117-65.2% | $129,995-58.7% | $139,434-61.5% |
| Participation rate | 41.7% | 82.0%-40.3pp | 78.5%-36.8pp | 80.3%-38.7pp |
| Annual return | 28.61% | 32.48%-3.9pp | -137.18%+165.8pp | 372.94%-344.3pp |
| Employer contribution / active EE | $1,662 | $5,289-68.6% | $4,320-61.5% | $4,751-65.0% |
| Participant deferral / active EE | $2,966 | $6,710-55.8% | $5,820-49.0% | $6,710-55.8% |
| Admin fee / account holder | $17 | $14,007-99.9% | $10,614-99.8% | $11,403-99.8% |