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 | $38,908 | $72,400-46.3% | $67,502-42.4% | $145,922-73.3% |
| Participation rate | 41.2% | 76.9%-35.7pp | 72.9%-31.7pp | 80.3%-39.1pp |
| Annual return | 11.70% | 7182.46%-7170.8pp | 3512.12%-3500.4pp | 561.29%-549.6pp |
| Employer contribution / active EE | $996 | $3,069-67.6% | $2,731-63.5% | $4,660-78.6% |
| Participant deferral / active EE | $1,465 | $4,783-69.4% | $4,000-63.4% | $6,688-78.1% |
| Admin fee / account holder | $19 | $5,539-99.7% | $3,998-99.5% | $13,397-99.9% |