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 | $14,333 | $73,515-80.5% | $62,995-77.2% | $147,584-90.3% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 31.55% | 175.43%-143.9pp | 87.57%-56.0pp | 578.55%-547.0pp |
| Employer contribution / active EE | $711 | $3,320-78.6% | $2,759-74.2% | $4,876-85.4% |
| Participant deferral / active EE | $1,423 | $4,185-66.0% | $3,329-57.3% | $5,439-73.8% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |