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 7-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 | $15,679 | $46,553-66.3% | $64,056-75.5% | $75,163-79.1% |
| Participation rate | 37.9% | 65.9%-28.1pp | 72.3%-34.4pp | 67.2%-29.3pp |
| Annual return | 30.88% | 26.03%+4.8pp | 33.69%-2.8pp | 160.62%-129.7pp |
| Employer contribution / active EE | $568 | $1,974-71.2% | $2,747-79.3% | $2,670-78.7% |
| Participant deferral / active EE | $1,288 | $2,837-54.6% | $3,880-66.8% | $4,125-68.8% |
| Admin fee / account holder | $6 | $2,952-99.8% | $3,068-99.8% | $5,651-99.9% |