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 | $18,340 | $121,625-84.9% | $104,607-82.5% | $158,922-88.5% |
| Participation rate | 44.4% | 77.5%-33.1pp | 74.1%-29.6pp | 82.0%-37.5pp |
| Annual return | 151.74% | 465.26%-313.5pp | 340.46%-188.7pp | 302.83%-151.1pp |
| Employer contribution / active EE | $566 | $3,163-82.1% | $2,681-78.9% | $4,761-88.1% |
| Participant deferral / active EE | $1,505 | $4,177-64.0% | $3,740-59.7% | $5,982-74.8% |
| Admin fee / account holder | $54 | $7,787-99.3% | $6,473-99.2% | $11,246-99.5% |