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 8-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 | $62,312 | $68,097-8.5% | $62,929-1.0% | $137,256-54.6% |
| Participation rate | 27.3% | 77.4%-50.2pp | 73.1%-45.8pp | 80.0%-52.7pp |
| Annual return | 12.80% | 1859.11%-1846.3pp | 1063.93%-1051.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $302 | $2,811-89.3% | $2,505-87.9% | $4,156-92.7% |
| Participant deferral / active EE | $1,726 | $4,553-62.1% | $3,888-55.6% | $6,407-73.1% |
| Admin fee / account holder | $119 | $6,521-98.2% | $5,065-97.7% | $12,270-99.0% |