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 | $50,476 | $90,348-44.1% | $75,972-33.6% | $145,922-65.4% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-46.9pp |
| Annual return | 10.81% | 620.88%-610.1pp | 359.55%-348.7pp | 561.29%-550.5pp |
| Employer contribution / active EE | $736 | $3,311-77.8% | $2,685-72.6% | $4,660-84.2% |
| Participant deferral / active EE | $2,011 | $5,162-61.0% | $4,255-52.7% | $6,688-69.9% |
| Admin fee / account holder | $30 | $8,467-99.6% | $6,467-99.5% | $13,397-99.8% |