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 | $24,424 | $108,919-77.6% | $100,391-75.7% | $145,922-83.3% |
| Participation rate | 62.5% | 82.9%-20.4pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 13.25% | 57.88%-44.6pp | 49.20%-36.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,732 | $8,445-67.7% | $8,082-66.2% | $6,688-59.2% |
| Admin fee / account holder | $110 | $9,689-98.9% | $7,899-98.6% | $13,397-99.2% |