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 | $16,793 | $30,400-44.8% | $53,898-68.8% | $84,808-80.2% |
| Participation rate | 66.7% | 46.4%+20.2pp | 55.0%+11.7pp | 68.3%-1.6pp |
| Annual return | 17.53% | 500.19%-482.7pp | 528.60%-511.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,084 | $1,199+73.8% | $1,826+14.1% | $4,212-50.5% |
| Admin fee / account holder | $204 | $1,993-89.8% | $2,491-91.8% | $7,344-97.2% |