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 | $30,803 | $111,724-72.4% | $93,606-67.1% | $145,922-78.9% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 9.60% | 202.98%-193.4pp | 133.20%-123.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $632 | $3,090-79.6% | $2,420-73.9% | $4,660-86.4% |
| Participant deferral / active EE | $2,823 | $4,912-42.5% | $4,411-36.0% | $6,688-57.8% |
| Admin fee / account holder | $115 | $10,250-98.9% | $8,285-98.6% | $13,397-99.1% |