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 | $33,436 | $110,502-69.7% | $80,716-58.6% | $167,490-80.0% |
| Participation rate | 16.7% | 64.0%-47.3pp | 54.2%-37.5pp | 82.1%-65.4pp |
| Annual return | 5.38% | 120.54%-115.2pp | 87.28%-81.9pp | 478.56%-473.2pp |
| Employer contribution / active EE | $247 | $1,543-84.0% | $1,160-78.7% | $4,837-94.9% |
| Participant deferral / active EE | $1,450 | $2,871-49.5% | $2,146-32.4% | $6,341-77.1% |
| Admin fee / account holder | $131 | $4,545-97.1% | $3,380-96.1% | $12,309-98.9% |