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 | $16,609 | $108,172-84.6% | $77,482-78.6% | $158,922-89.5% |
| Participation rate | 10.5% | 64.4%-53.9pp | 54.2%-43.7pp | 82.0%-71.4pp |
| Annual return | 29.53% | 31.67%-2.1pp | 54.79%-25.3pp | 302.83%-273.3pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $681 | $2,456-72.3% | $1,861-63.4% | $5,982-88.6% |
| Admin fee / account holder | $49 | $3,708-98.7% | $2,858-98.3% | $11,246-99.6% |