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 | $51,025 | $72,400-29.5% | $67,502-24.4% | $145,922-65.0% |
| Participation rate | 27.3% | 76.9%-49.6pp | 72.9%-45.6pp | 80.3%-53.0pp |
| Annual return | 13.61% | 7182.46%-7168.9pp | 3512.12%-3498.5pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,459 | $3,069-52.5% | $2,731-46.6% | $4,660-68.7% |
| Participant deferral / active EE | $2,508 | $4,783-47.6% | $4,000-37.3% | $6,688-62.5% |
| Admin fee / account holder | $204 | $5,539-96.3% | $3,998-94.9% | $13,397-98.5% |