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 | $29,803 | $52,279-43.0% | $89,391-66.7% | $79,858-62.7% |
| Participation rate | 58.1% | 57.5%+0.5pp | 68.0%-9.9pp | 69.6%-11.6pp |
| Annual return | 20.91% | 22.16%-1.3pp | 245.62%-224.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $442 | $1,572-71.9% | $2,586-82.9% | $2,471-82.1% |
| Participant deferral / active EE | $3,836 | $2,740+40.0% | $3,890-1.4% | $3,740+2.6% |
| Admin fee / account holder | $89 | $3,356-97.3% | $4,881-98.2% | $5,306-98.3% |