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 | $49,485 | $70,756-30.1% | $65,493-24.4% | $142,382-65.2% |
| Participation rate | 43.8% | 77.4%-33.6pp | 73.1%-29.3pp | 80.1%-36.4pp |
| Annual return | 17.82% | 1754.89%-1737.1pp | 982.45%-964.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $784 | $2,881-72.8% | $2,574-69.5% | $4,299-81.8% |
| Participant deferral / active EE | $1,038 | $4,637-77.6% | $3,961-73.8% | $6,507-84.1% |
| Admin fee / account holder | $20 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |