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 | $34,535 | $100,852-65.8% | $90,404-61.8% | $158,922-78.3% |
| Participation rate | 15.4% | 75.0%-59.6pp | 72.7%-57.3pp | 82.0%-66.6pp |
| Annual return | 42.56% | 1724.20%-1681.6pp | 1293.02%-1250.5pp | 302.83%-260.3pp |
| Employer contribution / active EE | $892 | $3,689-75.8% | $3,262-72.7% | $4,761-81.3% |
| Participant deferral / active EE | $2,087 | $4,348-52.0% | $3,963-47.3% | $5,982-65.1% |
| Admin fee / account holder | $89 | $6,501-98.6% | $5,611-98.4% | $11,246-99.2% |