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 | $23,701 | $101,069-76.6% | $81,478-70.9% | $147,584-83.9% |
| Participation rate | 31.6% | 74.5%-42.9pp | 68.0%-36.4pp | 82.8%-51.2pp |
| Annual return | 18.45% | 32.40%-14.0pp | 38.78%-20.3pp | 578.55%-560.1pp |
| Employer contribution / active EE | $178 | $3,205-94.4% | $2,568-93.1% | $4,876-96.3% |
| Participant deferral / active EE | $2,007 | $4,242-52.7% | $3,537-43.2% | $5,439-63.1% |
| Admin fee / account holder | $258 | $5,812-95.6% | $4,561-94.4% | $10,885-97.6% |