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 | $11,908 | $104,486-88.6% | $76,817-84.5% | $152,861-92.2% |
| Participation rate | 52.9% | 76.6%-23.7pp | 72.1%-19.1pp | 82.4%-29.5pp |
| Annual return | 21.77% | 1013.37%-991.6pp | 1166.11%-1144.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,743 | $4,236-58.8% | $3,336-47.7% | $5,850-70.2% |
| Admin fee / account holder | $10 | $12,275-99.9% | $6,420-99.9% | $11,596-99.9% |