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 | $7,161 | $34,308-79.1% | $74,701-90.4% | $72,985-90.2% |
| Participation rate | 42.4% | 42.4%0pp | 54.5%-12.0pp | 69.5%-27.1pp |
| Annual return | 25.57% | 26.58%-1.0pp | 752.92%-727.4pp | 81.00%-55.4pp |
| Employer contribution / active EE | $1,230 | $692+77.9% | $1,084+13.6% | $2,440-49.6% |
| Participant deferral / active EE | $760 | $1,271-40.2% | $1,964-61.3% | $3,607-78.9% |
| Admin fee / account holder | $268 | $2,124-87.4% | $3,333-92.0% | $5,124-94.8% |