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 | $35,986 | $72,400-50.3% | $67,502-46.7% | $145,922-75.3% |
| Participation rate | 58.3% | 76.9%-18.5pp | 72.9%-14.5pp | 80.3%-21.9pp |
| Annual return | 17.00% | 7182.46%-7165.5pp | 3512.12%-3495.1pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,182 | $3,069-61.5% | $2,731-56.7% | $4,660-74.6% |
| Participant deferral / active EE | $1,464 | $4,783-69.4% | $4,000-63.4% | $6,688-78.1% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |