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 | $42,072 | $156,846-73.2% | $121,098-65.3% | $139,434-69.8% |
| Participation rate | 20.0% | 76.4%-56.4pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | 17.60% | 1474.56%-1457.0pp | 985.75%-968.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $400 | $5,536-92.8% | $4,164-90.4% | $4,751-91.6% |
| Participant deferral / active EE | $1,703 | $4,844-64.8% | $4,080-58.3% | $6,710-74.6% |
| Admin fee / account holder | $149 | $6,946-97.9% | $5,644-97.4% | $11,403-98.7% |