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 | $15,555 | $108,642-85.7% | $74,701-79.2% | $152,861-89.8% |
| Participation rate | 30.0% | 65.3%-35.3pp | 54.5%-24.5pp | 82.4%-52.4pp |
| Annual return | 19.85% | 114.06%-94.2pp | 752.92%-733.1pp | 345.32%-325.5pp |
| Employer contribution / active EE | $259 | $1,503-82.8% | $1,084-76.1% | $4,762-94.6% |
| Participant deferral / active EE | $2,102 | $2,712-22.5% | $1,964+7.1% | $5,850-64.1% |
| Admin fee / account holder | $50 | $4,902-99.0% | $3,333-98.5% | $11,596-99.6% |