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 | $20,246 | $55,449-63.5% | $83,848-75.9% | $56,287-64.0% |
| Participation rate | 20.8% | 68.0%-47.2pp | 76.1%-55.4pp | 69.9%-49.1pp |
| Annual return | 53.41% | -1.38%+54.8pp | 850.88%-797.5pp | -9.96%+63.4pp |
| Employer contribution / active EE | $760 | $2,430-68.7% | $3,631-79.1% | $2,111-64.0% |
| Participant deferral / active EE | $1,612 | $2,935-45.1% | $4,082-60.5% | $3,350-51.9% |
| Admin fee / account holder | $1 | $656-99.8% | $5,478-100.0% | $521-99.8% |