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 | $32,290 | $158,398-79.6% | $126,539-74.5% | $142,382-77.3% |
| Participation rate | 21.1% | 75.8%-54.8pp | 69.8%-48.8pp | 80.1%-59.1pp |
| Annual return | 12.21% | 593.76%-581.5pp | 425.95%-413.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $786 | $4,767-83.5% | $4,083-80.7% | $6,507-87.9% |
| Admin fee / account holder | $139 | $6,918-98.0% | $6,065-97.7% | $12,624-98.9% |