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 | $36,601 | $158,398-76.9% | $126,539-71.1% | $142,382-74.3% |
| Participation rate | 22.2% | 75.8%-53.6pp | 69.8%-47.6pp | 80.1%-57.9pp |
| Annual return | 17.80% | 593.76%-576.0pp | 425.95%-408.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $571 | $4,650-87.7% | $3,674-84.5% | $4,299-86.7% |
| Participant deferral / active EE | $860 | $4,767-82.0% | $4,083-78.9% | $6,507-86.8% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |