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 | $84,503 | $110,261-23.4% | $95,745-11.7% | $139,434-39.4% |
| Participation rate | 53.3% | 75.8%-22.4pp | 72.3%-18.9pp | 80.3%-27.0pp |
| Annual return | 13.26% | 27.11%-13.8pp | 28.35%-15.1pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,168 | $3,257-64.1% | $2,835-58.8% | $4,751-75.4% |
| Participant deferral / active EE | $2,289 | $4,676-51.0% | $4,245-46.1% | $6,710-65.9% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |