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 | $81,530 | $125,758-35.2% | $169,993-52.0% | $75,163+8.5% |
| Participation rate | 55.2% | 83.6%-28.4pp | 87.0%-31.8pp | 67.2%-12.0pp |
| Annual return | 19.19% | 27.20%-8.0pp | 53.37%-34.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $12,600 | $6,837+84.3% | $10,408+21.1% | $4,125+205.4% |
| Admin fee / account holder | $83 | $8,173-99.0% | $12,815-99.3% | $5,651-98.5% |