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 | $15,558 | $85,202-81.7% | $172,739-91.0% | $72,985-78.7% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.6%-22.6pp | 69.5%-9.5pp |
| Annual return | 30.91% | 27.32%+3.6pp | 802.84%-771.9pp | 81.00%-50.1pp |
| Employer contribution / active EE | $1,417 | $3,324-57.4% | $5,143-72.4% | $2,440-41.9% |
| Participant deferral / active EE | $3,666 | $3,260+12.5% | $5,198-29.5% | $3,607+1.6% |
| Admin fee / account holder | $67 | $5,884-98.9% | $13,954-99.5% | $5,124-98.7% |