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 | $32,205 | $226,064-85.8% | $182,532-82.4% | $152,861-78.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.4%-32.4pp |
| Annual return | 22.50% | 192.51%-170.0pp | 148.54%-126.0pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,148 | $4,978-56.9% | $4,076-47.3% | $4,762-54.9% |
| Participant deferral / active EE | $5,301 | $6,368-16.8% | $5,524-4.0% | $5,850-9.4% |
| Admin fee / account holder | $227 | $10,703-97.9% | $8,592-97.4% | $11,596-98.0% |