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 | $18,596 | $107,334-82.7% | $92,893-80.0% | $152,861-87.8% |
| Participation rate | 57.9% | 79.8%-21.9pp | 76.0%-18.1pp | 82.4%-24.6pp |
| Annual return | 28.48% | 145.58%-117.1pp | 109.41%-80.9pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,352 | $4,221-68.0% | $3,653-63.0% | $4,762-71.6% |
| Participant deferral / active EE | $4,955 | $4,845+2.3% | $4,236+17.0% | $5,850-15.3% |
| Admin fee / account holder | $247 | $7,079-96.5% | $5,794-95.7% | $11,596-97.9% |