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 | $11,122 | $52,279-78.7% | $89,391-87.6% | $79,858-86.1% |
| Participation rate | 33.3% | 57.5%-24.2pp | 68.0%-34.6pp | 69.6%-36.3pp |
| Annual return | 30.07% | 22.16%+7.9pp | 245.62%-215.5pp | 31.71%-1.6pp |
| Employer contribution / active EE | $470 | $1,572-70.1% | $2,586-81.8% | $2,471-81.0% |
| Participant deferral / active EE | $1,448 | $2,740-47.2% | $3,890-62.8% | $3,740-61.3% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,881-100.0% | $5,306-100.0% |