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 | $22,096 | $102,616-78.5% | $81,983-73.0% | $158,922-86.1% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.2%-35.9pp | 82.0%-48.6pp |
| Annual return | 29.61% | 61.04%-31.4pp | 41.31%-11.7pp | 302.83%-273.2pp |
| Employer contribution / active EE | $863 | $3,240-73.4% | $2,498-65.5% | $4,761-81.9% |
| Participant deferral / active EE | $1,993 | $4,648-57.1% | $3,722-46.5% | $5,982-66.7% |
| Admin fee / account holder | $63 | $8,235-99.2% | $5,664-98.9% | $11,246-99.4% |