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 7-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 | $28,912 | $109,817-73.7% | $98,442-70.6% | $167,490-82.7% |
| Participation rate | 52.4% | 75.8%-23.4pp | 73.3%-21.0pp | 82.1%-29.7pp |
| Annual return | 14.57% | 1956.69%-1942.1pp | 1492.73%-1478.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $579 | $3,224-82.0% | $2,960-80.4% | $4,837-88.0% |
| Participant deferral / active EE | $1,629 | $4,673-65.1% | $4,276-61.9% | $6,341-74.3% |
| Admin fee / account holder | $218 | $6,753-96.8% | $5,949-96.3% | $12,309-98.2% |