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 | $11,244 | $72,071-84.4% | $68,368-83.6% | $137,256-91.8% |
| Participation rate | 47.6% | 76.2%-28.6pp | 73.8%-26.1pp | 80.0%-32.3pp |
| Annual return | 20.21% | 353.14%-332.9pp | 292.57%-272.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $564 | $2,788-79.8% | $2,649-78.7% | $4,156-86.4% |
| Participant deferral / active EE | $1,299 | $4,410-70.5% | $4,123-68.5% | $6,407-79.7% |
| Admin fee / account holder | $266 | $5,336-95.0% | $5,150-94.8% | $12,270-97.8% |