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 6-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 | $37,357 | $74,888-50.1% | $71,209-47.5% | $142,382-73.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 18.57% | 345.14%-326.6pp | 282.51%-263.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $909 | $2,854-68.1% | $2,721-66.6% | $4,299-78.8% |
| Participant deferral / active EE | $1,029 | $4,454-76.9% | $4,175-75.4% | $6,507-84.2% |
| Admin fee / account holder | $146 | $5,568-97.4% | $5,349-97.3% | $12,624-98.8% |