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 8-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 | $27,980 | $100,852-72.3% | $90,404-69.0% | $158,922-82.4% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.7%-35.2pp | 82.0%-44.5pp |
| Annual return | 14.41% | 1724.20%-1709.8pp | 1293.02%-1278.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $488 | $3,689-86.8% | $3,262-85.1% | $4,761-89.8% |
| Participant deferral / active EE | $1,100 | $4,348-74.7% | $3,963-72.3% | $5,982-81.6% |
| Admin fee / account holder | $122 | $6,501-98.1% | $5,611-97.8% | $11,246-98.9% |