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 | $27,053 | $150,440-82.0% | $136,294-80.2% | $147,584-81.7% |
| Participation rate | 59.1% | 84.4%-25.3pp | 81.9%-22.8pp | 82.8%-23.7pp |
| Annual return | 17.95% | 1049.08%-1031.1pp | 5155.94%-5138.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,728 | $5,256-67.1% | $4,695-63.2% | $4,876-64.6% |
| Participant deferral / active EE | $4,171 | $6,630-37.1% | $6,247-33.2% | $5,439-23.3% |
| Admin fee / account holder | $7 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |