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 | $70,911 | $101,618-30.2% | $93,063-23.8% | $137,256-48.3% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 15.08% | 223.95%-208.9pp | 34.15%-19.1pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,975 | $2,707-27.0% | $2,476-20.2% | $4,156-52.5% |
| Participant deferral / active EE | $5,653 | $4,279+32.1% | $3,958+42.8% | $6,407-11.8% |
| Admin fee / account holder | $267 | $6,198-95.7% | $6,033-95.6% | $12,270-97.8% |