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 | $27,321 | $118,849-77.0% | $96,562-71.7% | $167,490-83.7% |
| Participation rate | 53.8% | 75.5%-21.6pp | 69.8%-16.0pp | 82.1%-28.3pp |
| Annual return | 20.39% | 50.49%-30.1pp | 37.78%-17.4pp | 478.56%-458.2pp |
| Employer contribution / active EE | $1,288 | $3,120-58.7% | $2,356-45.3% | $4,837-73.4% |
| Participant deferral / active EE | $1,720 | $4,616-62.7% | $3,849-55.3% | $6,341-72.9% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |