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 | $62,883 | $95,971-34.5% | $74,550-15.6% | $135,375-53.5% |
| Participation rate | 53.3% | 75.7%-22.3pp | 69.1%-15.8pp | 82.6%-29.3pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $768 | $2,716-71.7% | $1,961-60.9% | $4,779-83.9% |
| Participant deferral / active EE | $926 | $3,843-75.9% | $3,108-70.2% | $5,609-83.5% |
| Admin fee / account holder | $10 | $6,522-99.8% | $5,060-99.8% | $10,827-99.9% |