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 | $7,184 | $70,606-89.8% | $53,898-86.7% | $142,382-95.0% |
| Participation rate | 26.1% | 63.7%-37.6pp | 55.0%-28.9pp | 80.1%-54.0pp |
| Annual return | 14.71% | 619.81%-605.1pp | 528.60%-513.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $58 | $1,202-95.2% | $932-93.8% | $4,299-98.7% |
| Participant deferral / active EE | $362 | $2,364-84.7% | $1,826-80.2% | $6,507-94.4% |
| Admin fee / account holder | $126 | $2,852-95.6% | $2,491-95.0% | $12,624-99.0% |