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 | $31,117 | $84,233-63.1% | $170,442-81.7% | $70,131-55.6% |
| Participation rate | 44.4% | 70.8%-26.4pp | 83.6%-39.2pp | 69.5%-25.1pp |
| Annual return | 103.32% | 23.06%+80.3pp | 205.93%-102.6pp | 73.14%+30.2pp |
| Employer contribution / active EE | $469 | $3,387-86.2% | $5,433-91.4% | $2,342-80.0% |
| Participant deferral / active EE | $2,466 | $3,086-20.1% | $4,939-50.1% | $3,332-26.0% |
| Admin fee / account holder | $20 | $5,698-99.6% | $13,880-99.9% | $4,645-99.6% |