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 10-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 | $30,103 | $99,652-69.8% | $78,778-61.8% | $147,584-79.6% |
| Participation rate | 16.7% | 76.2%-59.6pp | 69.2%-52.5pp | 82.8%-66.2pp |
| Annual return | 21.92% | 47.28%-25.4pp | 35.62%-13.7pp | 578.55%-556.6pp |
| Employer contribution / active EE | $551 | $2,796-80.3% | $1,986-72.3% | $4,876-88.7% |
| Participant deferral / active EE | $3,006 | $3,664-17.9% | $2,958+1.6% | $5,439-44.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |