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 | $14,490 | $114,047-87.3% | $96,139-84.9% | $167,490-91.3% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 12.31% | 189.88%-177.6pp | 191.94%-179.6pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,074 | $3,427-68.7% | $2,797-61.6% | $4,837-77.8% |
| Participant deferral / active EE | $1,074 | $5,194-79.3% | $4,349-75.3% | $6,341-83.1% |
| Admin fee / account holder | $56 | $6,897-99.2% | $5,537-99.0% | $12,309-99.5% |