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 | $30,400-44.9% | $53,898-68.9% | $84,808-80.2% |
| Participation rate | 28.0% | 46.4%-18.4pp | 55.0%-27.0pp | 68.3%-40.3pp |
| Annual return | 14.95% | 500.19%-485.2pp | 528.60%-513.7pp | 40.90%-25.9pp |
| Employer contribution / active EE | $397 | $603-34.2% | $932-57.5% | $2,631-84.9% |
| Participant deferral / active EE | $665 | $1,199-44.5% | $1,826-63.6% | $4,212-84.2% |
| Admin fee / account holder | $125 | $1,993-93.8% | $2,491-95.0% | $7,344-98.3% |