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 | $17,822 | $108,642-83.6% | $74,701-76.1% | $152,861-88.3% |
| Participation rate | 27.3% | 65.3%-38.1pp | 54.5%-27.2pp | 82.4%-55.2pp |
| Annual return | 29.21% | 114.06%-84.9pp | 752.92%-723.7pp | 345.32%-316.1pp |
| Employer contribution / active EE | $547 | $1,503-63.6% | $1,084-49.5% | $4,762-88.5% |
| Participant deferral / active EE | $2,541 | $2,712-6.3% | $1,964+29.4% | $5,850-56.6% |
| Admin fee / account holder | $56 | $4,902-98.9% | $3,333-98.3% | $11,596-99.5% |