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 | $20,492 | $74,888-72.6% | $71,209-71.2% | $142,382-85.6% |
| Participation rate | 43.8% | 76.2%-32.5pp | 73.8%-30.0pp | 80.1%-36.4pp |
| Annual return | 15.79% | 345.14%-329.4pp | 282.51%-266.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $500 | $2,854-82.5% | $2,721-81.6% | $4,299-88.4% |
| Participant deferral / active EE | $953 | $4,454-78.6% | $4,175-77.2% | $6,507-85.4% |
| Admin fee / account holder | $219 | $5,568-96.1% | $5,349-95.9% | $12,624-98.3% |