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 | $54,060 | $101,724-46.9% | $164,813-67.2% | $80,856-33.1% |
| Participation rate | 38.5% | 71.8%-33.4pp | 78.6%-40.1pp | 67.6%-29.2pp |
| Annual return | 33.63% | 16.72%+16.9pp | 69.93%-36.3pp | 35.59%-2.0pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,835 | $4,477-36.7% | $6,031-53.0% | $4,296-34.0% |
| Admin fee / account holder | $4 | $8,227-100.0% | $12,690-100.0% | $6,918-99.9% |