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 | $28,981 | $210,648-86.2% | $177,989-83.7% | $145,922-80.1% |
| Participation rate | 41.2% | 80.8%-39.6pp | 77.1%-35.9pp | 80.3%-39.1pp |
| Annual return | 9.16% | 385.86%-376.7pp | 294.48%-285.3pp | 561.29%-552.1pp |
| Employer contribution / active EE | $869 | $4,565-81.0% | $3,949-78.0% | $4,660-81.3% |
| Participant deferral / active EE | $2,141 | $6,958-69.2% | $6,276-65.9% | $6,688-68.0% |
| Admin fee / account holder | $289 | $12,013-97.6% | $10,363-97.2% | $13,397-97.8% |