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 | $12,770 | $102,966-87.6% | $90,281-85.9% | $152,861-91.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 29.37% | 95.16%-65.8pp | 78.10%-48.7pp | 345.32%-315.9pp |
| Employer contribution / active EE | $1,306 | $3,139-58.4% | $2,854-54.2% | $4,762-72.6% |
| Participant deferral / active EE | $3,194 | $4,281-25.4% | $3,885-17.8% | $5,850-45.4% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |