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 | $72,037 | $154,117-53.3% | $129,995-44.6% | $139,434-48.3% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 22.90% | 32.48%-9.6pp | -137.18%+160.1pp | 372.94%-350.0pp |
| Employer contribution / active EE | $1,360 | $5,289-74.3% | $4,320-68.5% | $4,751-71.4% |
| Participant deferral / active EE | $2,675 | $6,710-60.1% | $5,820-54.0% | $6,710-60.1% |
| Admin fee / account holder | $285 | $14,007-98.0% | $10,614-97.3% | $11,403-97.5% |