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 9-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 | $18,645 | $84,233-77.9% | $170,442-89.1% | $70,131-73.4% |
| Participation rate | 20.8% | 70.8%-50.0pp | 83.6%-62.8pp | 69.5%-48.7pp |
| Annual return | 34.87% | 23.06%+11.8pp | 205.93%-171.1pp | 73.14%-38.3pp |
| Employer contribution / active EE | $980 | $3,387-71.1% | $5,433-82.0% | $2,342-58.1% |
| Participant deferral / active EE | $1,465 | $3,086-52.5% | $4,939-70.3% | $3,332-56.0% |
| Admin fee / account holder | $14 | $5,698-99.8% | $13,880-99.9% | $4,645-99.7% |