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 | $37,661 | $105,126-64.2% | $94,646-60.2% | $139,434-73.0% |
| Participation rate | 42.9% | 82.4%-39.5pp | 80.8%-38.0pp | 80.3%-37.5pp |
| Annual return | 20.87% | 38.03%-17.2pp | 156.71%-135.8pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,537 | $4,106-62.6% | $3,672-58.1% | $4,751-67.6% |
| Participant deferral / active EE | $3,589 | $7,599-52.8% | $7,418-51.6% | $6,710-46.5% |
| Admin fee / account holder | $229 | $8,984-97.5% | $7,231-96.8% | $11,403-98.0% |