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 7-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 | $19,329 | $112,881-82.9% | $90,951-78.7% | $158,922-87.8% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 57.36% | 215.79%-158.4pp | 134.60%-77.2pp | 302.83%-245.5pp |
| Employer contribution / active EE | $854 | $2,893-70.5% | $2,122-59.8% | $4,761-82.1% |
| Participant deferral / active EE | $7,356 | $4,128+78.2% | $3,373+118.1% | $5,982+23.0% |
| Admin fee / account holder | $28 | $8,041-99.7% | $5,959-99.5% | $11,246-99.8% |