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 | $38,144 | $108,642-64.9% | $74,701-48.9% | $152,861-75.0% |
| Participation rate | 22.2% | 65.3%-43.1pp | 54.5%-32.2pp | 82.4%-60.2pp |
| Annual return | 21.84% | 114.06%-92.2pp | 752.92%-731.1pp | 345.32%-323.5pp |
| Employer contribution / active EE | $222 | $1,503-85.2% | $1,084-79.5% | $4,762-95.3% |
| Participant deferral / active EE | $1,260 | $2,712-53.5% | $1,964-35.8% | $5,850-78.5% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |