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 3-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 | $11,986 | $30,400-60.6% | $53,898-77.8% | $84,808-85.9% |
| Participation rate | 69.2% | 46.4%+22.8pp | 55.0%+14.3pp | 68.3%+0.9pp |
| Annual return | 22.59% | 500.19%-477.6pp | 528.60%-506.0pp | 40.90%-18.3pp |
| Employer contribution / active EE | $714 | $603+18.4% | $932-23.4% | $2,631-72.9% |
| Participant deferral / active EE | $2,229 | $1,199+85.9% | $1,826+22.0% | $4,212-47.1% |
| Admin fee / account holder | $105 | $1,993-94.7% | $2,491-95.8% | $7,344-98.6% |