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 | $57,497 | $72,277-20.4% | $101,248-43.2% | $79,858-28.0% |
| Participation rate | 29.7% | 68.5%-38.7pp | 75.8%-46.1pp | 69.6%-39.9pp |
| Annual return | 41.85% | 22.30%+19.6pp | 46.47%-4.6pp | 31.71%+10.1pp |
| Employer contribution / active EE | $910 | $2,692-66.2% | $3,660-75.1% | $2,471-63.2% |
| Participant deferral / active EE | $1,967 | $3,282-40.1% | $4,370-55.0% | $3,740-47.4% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |