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 | $17,273 | $121,625-85.8% | $104,607-83.5% | $158,922-89.1% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 36.11% | 465.26%-429.2pp | 340.46%-304.4pp | 302.83%-266.7pp |
| Employer contribution / active EE | $929 | $3,163-70.6% | $2,681-65.3% | $4,761-80.5% |
| Participant deferral / active EE | $4,413 | $4,177+5.6% | $3,740+18.0% | $5,982-26.2% |
| Admin fee / account holder | $49 | $7,787-99.4% | $6,473-99.3% | $11,246-99.6% |