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 | $17,125 | $96,635-82.3% | $86,612-80.2% | $139,434-87.7% |
| Participation rate | 45.8% | 74.4%-28.6pp | 71.7%-25.9pp | 80.3%-34.5pp |
| Annual return | 21.12% | 106.41%-85.3pp | 591.07%-569.9pp | 372.94%-351.8pp |
| Employer contribution / active EE | $337 | $3,263-89.7% | $3,022-88.8% | $4,751-92.9% |
| Participant deferral / active EE | $1,401 | $4,836-71.0% | $4,438-68.4% | $6,710-79.1% |
| Admin fee / account holder | $65 | $6,408-99.0% | $5,614-98.8% | $11,403-99.4% |