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 | $19,389 | $63,861-69.6% | $104,607-81.5% | $79,858-75.7% |
| Participation rate | 36.1% | 64.9%-28.8pp | 74.1%-38.0pp | 69.6%-33.5pp |
| Annual return | 29.90% | 21.30%+8.6pp | 340.46%-310.6pp | 31.71%-1.8pp |
| Employer contribution / active EE | $957 | $1,588-39.8% | $2,681-64.3% | $2,471-61.3% |
| Participant deferral / active EE | $1,385 | $2,693-48.6% | $3,740-63.0% | $3,740-63.0% |
| Admin fee / account holder | $137 | $4,185-96.7% | $6,473-97.9% | $5,306-97.4% |