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 | $17,794 | $48,795-63.5% | $65,493-72.8% | $84,808-79.0% |
| Participation rate | 64.3% | 67.0%-2.7pp | 73.1%-8.8pp | 68.3%-4.0pp |
| Annual return | 38.20% | 20.20%+18.0pp | 982.45%-944.2pp | 40.90%-2.7pp |
| Employer contribution / active EE | $2,155 | $1,930+11.7% | $2,574-16.3% | $2,631-18.1% |
| Participant deferral / active EE | $2,410 | $2,928-17.7% | $3,961-39.2% | $4,212-42.8% |
| Admin fee / account holder | $255 | $3,877-93.4% | $5,028-94.9% | $7,344-96.5% |