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 | $23,643 | $57,354-58.8% | $83,848-71.8% | $64,186-63.2% |
| Participation rate | 18.1% | 68.6%-50.6pp | 76.1%-58.1pp | 69.6%-51.5pp |
| Annual return | 103.49% | 11.38%+92.1pp | 850.88%-747.4pp | 7.63%+95.9pp |
| Employer contribution / active EE | $572 | $2,545-77.5% | $3,631-84.3% | $2,381-76.0% |
| Participant deferral / active EE | $1,239 | $2,993-58.6% | $4,082-69.6% | $3,470-64.3% |
| Admin fee / account holder | $228 | $4,046-94.4% | $5,478-95.8% | $4,888-95.3% |