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 9-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 | $44,686 | $68,097-34.4% | $62,929-29.0% | $137,256-67.4% |
| Participation rate | 41.2% | 77.4%-36.3pp | 73.1%-31.9pp | 80.0%-38.8pp |
| Annual return | 18.76% | 1859.11%-1840.4pp | 1063.93%-1045.2pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,551 | $4,553-22.0% | $3,888-8.7% | $6,407-44.6% |
| Admin fee / account holder | $212 | $6,521-96.8% | $5,065-95.8% | $12,270-98.3% |