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 | $11,113 | $81,632-86.4% | $70,449-84.2% | $158,922-93.0% |
| Participation rate | 31.3% | 77.7%-46.5pp | 75.1%-43.8pp | 82.0%-50.7pp |
| Annual return | 27.27% | 208.40%-181.1pp | 109.03%-81.8pp | 302.83%-275.6pp |
| Employer contribution / active EE | $593 | $3,217-81.6% | $2,737-78.3% | $4,761-87.5% |
| Participant deferral / active EE | $1,251 | $4,554-72.5% | $3,709-66.3% | $5,982-79.1% |
| Admin fee / account holder | $36 | $6,193-99.4% | $3,845-99.1% | $11,246-99.7% |