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 | $15,070 | $102,966-85.4% | $90,281-83.3% | $152,861-90.1% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.4%-19.9pp |
| Annual return | 37.50% | 95.16%-57.7pp | 78.10%-40.6pp | 345.32%-307.8pp |
| Employer contribution / active EE | $820 | $3,139-73.9% | $2,854-71.3% | $4,762-82.8% |
| Participant deferral / active EE | $4,553 | $4,281+6.3% | $3,885+17.2% | $5,850-22.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |