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 8-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 | $14,835 | $34,308-56.8% | $74,701-80.1% | $72,985-79.7% |
| Participation rate | 45.2% | 42.4%+2.8pp | 54.5%-9.2pp | 69.5%-24.2pp |
| Annual return | 21.72% | 26.58%-4.9pp | 752.92%-731.2pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,645 | $692+137.8% | $1,084+51.8% | $2,440-32.6% |
| Participant deferral / active EE | $932 | $1,271-26.7% | $1,964-52.5% | $3,607-74.2% |
| Admin fee / account holder | $29 | $2,124-98.6% | $3,333-99.1% | $5,124-99.4% |