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 | $57,519 | $85,202-32.5% | $172,739-66.7% | $72,985-21.2% |
| Participation rate | 46.9% | 70.1%-23.2pp | 82.6%-35.8pp | 69.5%-22.6pp |
| Annual return | 24.05% | 27.32%-3.3pp | 802.84%-778.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,190 | $3,324-64.2% | $5,143-76.9% | $2,440-51.2% |
| Participant deferral / active EE | $3,394 | $3,260+4.1% | $5,198-34.7% | $3,607-5.9% |
| Admin fee / account holder | $7 | $5,884-99.9% | $13,954-99.9% | $5,124-99.9% |