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 7-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 | $28,780 | $176,377-83.7% | $134,143-78.5% | $158,922-81.9% |
| Participation rate | 36.4% | 78.7%-42.3pp | 72.2%-35.8pp | 82.0%-45.6pp |
| Annual return | 15.41% | 63.63%-48.2pp | 36.33%-20.9pp | 302.83%-287.4pp |
| Employer contribution / active EE | $724 | $5,040-85.6% | $3,704-80.5% | $4,761-84.8% |
| Participant deferral / active EE | $2,092 | $4,091-48.9% | $3,499-40.2% | $5,982-65.0% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |