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 | $15,891 | $108,642-85.4% | $74,701-78.7% | $152,861-89.6% |
| Participation rate | 58.8% | 65.3%-6.5pp | 54.5%+4.4pp | 82.4%-23.6pp |
| Annual return | 25.83% | 114.06%-88.2pp | 752.92%-727.1pp | 345.32%-319.5pp |
| Employer contribution / active EE | $924 | $1,503-38.5% | $1,084-14.7% | $4,762-80.6% |
| Participant deferral / active EE | $1,857 | $2,712-31.5% | $1,964-5.4% | $5,850-68.3% |
| Admin fee / account holder | $189 | $4,902-96.1% | $3,333-94.3% | $11,596-98.4% |