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 4-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 | $34,216 | $102,604-66.7% | $86,188-60.3% | $139,434-75.5% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 20.93% | 1922.51%-1901.6pp | 1168.45%-1147.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $990 | $3,032-67.3% | $2,380-58.4% | $4,751-79.2% |
| Participant deferral / active EE | $7,448 | $4,676+59.3% | $3,985+86.9% | $6,710+11.0% |
| Admin fee / account holder | $122 | $8,657-98.6% | $6,852-98.2% | $11,403-98.9% |