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 | $13,410 | $70,606-81.0% | $53,898-75.1% | $142,382-90.6% |
| Participation rate | 31.6% | 63.7%-32.1pp | 55.0%-23.4pp | 80.1%-48.5pp |
| Annual return | 15.64% | 619.81%-604.2pp | 528.60%-513.0pp | 217.08%-201.4pp |
| Employer contribution / active EE | $457 | $1,202-62.0% | $932-51.0% | $4,299-89.4% |
| Participant deferral / active EE | $912 | $2,364-61.4% | $1,826-50.1% | $6,507-86.0% |
| Admin fee / account holder | $29 | $2,852-99.0% | $2,491-98.8% | $12,624-99.8% |