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 | $20,315 | $27,915-27.2% | $58,482-65.3% | $75,163-73.0% |
| Participation rate | 15.4% | 38.8%-23.4pp | 50.9%-35.5pp | 67.2%-51.8pp |
| Annual return | 19.95% | 44.20%-24.3pp | 4239.32%-4219.4pp | 160.62%-140.7pp |
| Employer contribution / active EE | $199 | $669-70.3% | $1,053-81.1% | $2,670-92.6% |
| Participant deferral / active EE | $1,197 | $1,201-0.3% | $1,924-37.8% | $4,125-71.0% |
| Admin fee / account holder | $200 | $1,726-88.4% | $2,516-92.1% | $5,651-96.5% |