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 | $24,991 | $29,667-15.8% | $56,441-55.7% | $80,874-69.1% |
| Participation rate | 23.6% | 41.7%-18.1pp | 52.5%-28.9pp | 67.6%-44.1pp |
| Annual return | 20.78% | 35.22%-14.4pp | 1704.21%-1683.4pp | 35.62%-14.8pp |
| Employer contribution / active EE | $421 | $669-37.2% | $1,039-59.5% | $2,756-84.7% |
| Participant deferral / active EE | $994 | $1,227-19.0% | $1,953-49.1% | $4,297-76.9% |
| Admin fee / account holder | $269 | $2,429-88.9% | $2,829-90.5% | $6,935-96.1% |