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 | $26,963 | $210,648-87.2% | $177,989-84.9% | $145,922-81.5% |
| Participation rate | 69.2% | 80.8%-11.5pp | 77.1%-7.9pp | 80.3%-11.0pp |
| Annual return | 17.79% | 385.86%-368.1pp | 294.48%-276.7pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,239 | $4,565-72.9% | $3,949-68.6% | $4,660-73.4% |
| Participant deferral / active EE | $2,189 | $6,958-68.5% | $6,276-65.1% | $6,688-67.3% |
| Admin fee / account holder | $118 | $12,013-99.0% | $10,363-98.9% | $13,397-99.1% |