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 | $32,217 | $30,400+6.0% | $53,898-40.2% | $84,808-62.0% |
| Participation rate | 15.4% | 46.4%-31.1pp | 55.0%-39.6pp | 68.3%-52.9pp |
| Annual return | 15.87% | 500.19%-484.3pp | 528.60%-512.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $172 | $603-71.4% | $932-81.5% | $2,631-93.5% |
| Participant deferral / active EE | $332 | $1,199-72.3% | $1,826-81.8% | $4,212-92.1% |
| Admin fee / account holder | $215 | $1,993-89.2% | $2,491-91.4% | $7,344-97.1% |