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 | $18,551 | $74,888-75.2% | $71,209-73.9% | $142,382-87.0% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 17.80% | 345.14%-327.3pp | 282.51%-264.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $625 | $2,854-78.1% | $2,721-77.0% | $4,299-85.5% |
| Participant deferral / active EE | $978 | $4,454-78.0% | $4,175-76.6% | $6,507-85.0% |
| Admin fee / account holder | $79 | $5,568-98.6% | $5,349-98.5% | $12,624-99.4% |