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 | $29,688 | $48,795-39.2% | $65,493-54.7% | $84,808-65.0% |
| Participation rate | 21.4% | 67.0%-45.6pp | 73.1%-51.7pp | 68.3%-46.9pp |
| Annual return | 20.89% | 20.20%+0.7pp | 982.45%-961.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $409 | $1,930-78.8% | $2,574-84.1% | $2,631-84.5% |
| Participant deferral / active EE | $1,182 | $2,928-59.7% | $3,961-70.2% | $4,212-71.9% |
| Admin fee / account holder | $97 | $3,877-97.5% | $5,028-98.1% | $7,344-98.7% |