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 | $21,045 | $102,966-79.6% | $90,281-76.7% | $152,861-86.2% |
| Participation rate | 16.7% | 75.9%-59.2pp | 73.3%-56.6pp | 82.4%-65.8pp |
| Annual return | 36.15% | 95.16%-59.0pp | 78.10%-41.9pp | 345.32%-309.2pp |
| Employer contribution / active EE | $621 | $3,139-80.2% | $2,854-78.2% | $4,762-87.0% |
| Participant deferral / active EE | $1,853 | $4,281-56.7% | $3,885-52.3% | $5,850-68.3% |
| Admin fee / account holder | $64 | $6,171-99.0% | $5,351-98.8% | $11,596-99.4% |