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 | $27,852 | $84,696-67.1% | $75,696-63.2% | $167,490-83.4% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 34.37% | 199.36%-165.0pp | 104.53%-70.2pp | 478.56%-444.2pp |
| Employer contribution / active EE | $805 | $3,230-75.1% | $2,743-70.6% | $4,837-83.4% |
| Participant deferral / active EE | $3,737 | $4,580-18.4% | $3,821-2.2% | $6,341-41.1% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |