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 7-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 | $19,063 | $70,606-73.0% | $53,898-64.6% | $142,382-86.6% |
| Participation rate | 61.5% | 63.7%-2.2pp | 55.0%+6.6pp | 80.1%-18.6pp |
| Annual return | 21.41% | 619.81%-598.4pp | 528.60%-507.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $329 | $1,202-72.6% | $932-64.7% | $4,299-92.3% |
| Participant deferral / active EE | $2,330 | $2,364-1.4% | $1,826+27.6% | $6,507-64.2% |
| Admin fee / account holder | $277 | $2,852-90.3% | $2,491-88.9% | $12,624-97.8% |