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 | $12,529 | $74,888-83.3% | $71,209-82.4% | $142,382-91.2% |
| Participation rate | 58.8% | 76.2%-17.4pp | 73.8%-14.9pp | 80.1%-21.3pp |
| Annual return | 13.68% | 345.14%-331.5pp | 282.51%-268.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $443 | $2,854-84.5% | $2,721-83.7% | $4,299-89.7% |
| Participant deferral / active EE | $1,216 | $4,454-72.7% | $4,175-70.9% | $6,507-81.3% |
| Admin fee / account holder | $103 | $5,568-98.2% | $5,349-98.1% | $12,624-99.2% |