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 | $17,765 | $108,172-83.6% | $77,482-77.1% | $158,922-88.8% |
| Participation rate | 47.4% | 64.4%-17.1pp | 54.2%-6.8pp | 82.0%-34.6pp |
| Annual return | 21.27% | 31.67%-10.4pp | 54.79%-33.5pp | 302.83%-281.6pp |
| Employer contribution / active EE | $628 | $1,325-52.6% | $986-36.3% | $4,761-86.8% |
| Participant deferral / active EE | $1,513 | $2,456-38.4% | $1,861-18.7% | $5,982-74.7% |
| Admin fee / account holder | $30 | $3,708-99.2% | $2,858-98.9% | $11,246-99.7% |