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 | $29,685 | $232,540-87.2% | $185,117-84.0% | $147,584-79.9% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 24.72% | 43.03%-18.3pp | 40.50%-15.8pp | 578.55%-553.8pp |
| Employer contribution / active EE | $3,822 | $5,195-26.4% | $4,182-8.6% | $4,876-21.6% |
| Participant deferral / active EE | $12,061 | $5,834+106.7% | $5,045+139.1% | $5,439+121.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |