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 | $67,823-89.4% | $52,425-86.3% | $137,256-94.8% |
| Participation rate | 26.1% | 63.9%-37.8pp | 55.6%-29.5pp | 80.0%-53.9pp |
| Annual return | 14.71% | 219.11%-204.4pp | 302.12%-287.4pp | 220.34%-205.6pp |
| Employer contribution / active EE | $58 | $1,163-95.0% | $914-93.7% | $4,156-98.6% |
| Participant deferral / active EE | $362 | $2,288-84.2% | $1,790-79.8% | $6,407-94.3% |
| Admin fee / account holder | $126 | $2,844-95.6% | $2,495-95.0% | $12,270-99.0% |