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 | $21,848 | $110,261-80.2% | $95,745-77.2% | $139,434-84.3% |
| Participation rate | 27.3% | 75.8%-48.5pp | 72.3%-45.0pp | 80.3%-53.0pp |
| Annual return | 22.55% | 27.11%-4.6pp | 28.35%-5.8pp | 372.94%-350.4pp |
| Employer contribution / active EE | $611 | $3,257-81.2% | $2,835-78.5% | $4,751-87.1% |
| Participant deferral / active EE | $1,697 | $4,676-63.7% | $4,245-60.0% | $6,710-74.7% |
| Admin fee / account holder | $18 | $6,613-99.7% | $5,678-99.7% | $11,403-99.8% |