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 | $7,911 | $34,308-76.9% | $74,701-89.4% | $72,985-89.2% |
| Participation rate | 58.0% | 42.4%+15.6pp | 54.5%+3.5pp | 69.5%-11.5pp |
| Annual return | 247.61% | 26.58%+221.0pp | 752.92%-505.3pp | 81.00%+166.6pp |
| Employer contribution / active EE | $847 | $692+22.4% | $1,084-21.9% | $2,440-65.3% |
| Participant deferral / active EE | $901 | $1,271-29.1% | $1,964-54.1% | $3,607-75.0% |
| Admin fee / account holder | $217 | $2,124-89.8% | $3,333-93.5% | $5,124-95.8% |