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 | $10,463 | $108,172-90.3% | $77,482-86.5% | $158,922-93.4% |
| Participation rate | 39.1% | 64.4%-25.3pp | 54.2%-15.1pp | 82.0%-42.8pp |
| Annual return | 18.63% | 31.67%-13.0pp | 54.79%-36.2pp | 302.83%-284.2pp |
| Employer contribution / active EE | $344 | $1,325-74.0% | $986-65.1% | $4,761-92.8% |
| Participant deferral / active EE | $812 | $2,456-66.9% | $1,861-56.4% | $5,982-86.4% |
| Admin fee / account holder | $94 | $3,708-97.5% | $2,858-96.7% | $11,246-99.2% |