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 | $19,090 | $81,632-76.6% | $70,449-72.9% | $158,922-88.0% |
| Participation rate | 54.5% | 77.7%-23.2pp | 75.1%-20.5pp | 82.0%-27.4pp |
| Annual return | 17.05% | 208.40%-191.3pp | 109.03%-92.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $460 | $3,217-85.7% | $2,737-83.2% | $4,761-90.3% |
| Participant deferral / active EE | $1,114 | $4,554-75.5% | $3,709-70.0% | $5,982-81.4% |
| Admin fee / account holder | $7 | $6,193-99.9% | $3,845-99.8% | $11,246-99.9% |