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 7-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 | $74,596 | $74,888-0.4% | $71,209+4.8% | $142,382-47.6% |
| Participation rate | 29.2% | 76.2%-47.1pp | 73.8%-44.6pp | 80.1%-51.0pp |
| Annual return | 23.36% | 345.14%-321.8pp | 282.51%-259.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $445 | $2,854-84.4% | $2,721-83.6% | $4,299-89.7% |
| Participant deferral / active EE | $2,445 | $4,454-45.1% | $4,175-41.4% | $6,507-62.4% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |