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 9-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 | $8,725 | $34,308-74.6% | $74,701-88.3% | $72,985-88.0% |
| Participation rate | 60.0% | 42.4%+17.6pp | 54.5%+5.5pp | 69.5%-9.5pp |
| Annual return | 20.05% | 26.58%-6.5pp | 752.92%-732.9pp | 81.00%-61.0pp |
| Employer contribution / active EE | $373 | $692-46.0% | $1,084-65.6% | $2,440-84.7% |
| Participant deferral / active EE | $877 | $1,271-31.1% | $1,964-55.4% | $3,607-75.7% |
| Admin fee / account holder | $151 | $2,124-92.9% | $3,333-95.5% | $5,124-97.1% |