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 | $25,125 | $54,705-54.1% | $71,209-64.7% | $84,808-70.4% |
| Participation rate | 43.3% | 64.1%-20.7pp | 73.8%-30.4pp | 68.3%-25.0pp |
| Annual return | 136.68% | 35.90%+100.8pp | 282.51%-145.8pp | 40.90%+95.8pp |
| Employer contribution / active EE | $505 | $2,158-76.6% | $2,721-81.4% | $2,631-80.8% |
| Participant deferral / active EE | $1,446 | $3,030-52.3% | $4,175-65.4% | $4,212-65.7% |
| Admin fee / account holder | $112 | $4,863-97.7% | $5,349-97.9% | $7,344-98.5% |