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 | $41,237 | $111,814-63.1% | $93,654-56.0% | $145,959-71.7% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 17.02% | 203.30%-186.3pp | 133.34%-116.3pp | 561.95%-544.9pp |
| Employer contribution / active EE | $596 | $3,092-80.7% | $2,421-75.4% | $4,661-87.2% |
| Participant deferral / active EE | $2,087 | $4,914-57.5% | $4,413-52.7% | $6,689-68.8% |
| Admin fee / account holder | $164 | $10,246-98.4% | $8,282-98.0% | $13,398-98.8% |