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 6-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 | $9,164 | $96,635-90.5% | $86,612-89.4% | $139,434-93.4% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 19.68% | 106.41%-86.7pp | 591.07%-571.4pp | 372.94%-353.3pp |
| Employer contribution / active EE | $927 | $3,263-71.6% | $3,022-69.3% | $4,751-80.5% |
| Participant deferral / active EE | $1,397 | $4,836-71.1% | $4,438-68.5% | $6,710-79.2% |
| Admin fee / account holder | $80 | $6,408-98.8% | $5,614-98.6% | $11,403-99.3% |