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 | $24,893 | $104,907-76.3% | $84,611-70.6% | $152,861-83.7% |
| Participation rate | 42.1% | 74.8%-32.7pp | 68.2%-26.1pp | 82.4%-40.3pp |
| Annual return | 25.09% | 373.79%-348.7pp | 258.74%-233.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $696 | $3,302-78.9% | $2,652-73.8% | $4,762-85.4% |
| Participant deferral / active EE | $2,959 | $4,688-36.9% | $3,899-24.1% | $5,850-49.4% |
| Admin fee / account holder | $13 | $6,241-99.8% | $4,912-99.7% | $11,596-99.9% |