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 9-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 | $16,764 | $29,319-42.8% | $52,425-68.0% | $82,448-79.7% |
| Participation rate | 28.0% | 46.9%-18.9pp | 55.6%-27.6pp | 68.1%-40.1pp |
| Annual return | 14.95% | 535.20%-520.3pp | 302.12%-287.2pp | 41.64%-26.7pp |
| Employer contribution / active EE | $397 | $586-32.4% | $914-56.6% | $2,551-84.5% |
| Participant deferral / active EE | $665 | $1,171-43.2% | $1,790-62.8% | $4,139-83.9% |
| Admin fee / account holder | $125 | $1,962-93.7% | $2,495-95.0% | $7,234-98.3% |