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 7-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 | $18,622 | $52,353-64.4% | $120,225-84.5% | $82,448-77.4% |
| Participation rate | 64.3% | 58.3%+6.0pp | 69.6%-5.3pp | 68.1%-3.8pp |
| Annual return | 22.22% | 61.85%-39.6pp | 439.23%-417.0pp | 41.64%-19.4pp |
| Employer contribution / active EE | $1,323 | $1,510-12.4% | $3,475-61.9% | $2,551-48.2% |
| Participant deferral / active EE | $1,769 | $2,627-32.6% | $3,999-55.8% | $4,139-57.3% |
| Admin fee / account holder | $224 | $4,363-94.9% | $5,696-96.1% | $7,234-96.9% |