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 | $37,782 | $108,172-65.1% | $77,482-51.2% | $158,922-76.2% |
| Participation rate | 22.2% | 64.4%-42.2pp | 54.2%-32.0pp | 82.0%-59.7pp |
| Annual return | 18.27% | 31.67%-13.4pp | 54.79%-36.5pp | 302.83%-284.6pp |
| Employer contribution / active EE | $64 | $1,325-95.2% | $986-93.6% | $4,761-98.7% |
| Participant deferral / active EE | $407 | $2,456-83.4% | $1,861-78.2% | $5,982-93.2% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |