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 10-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 | $22,186 | $124,185-82.1% | $108,410-79.5% | $167,490-86.8% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 17.25% | 1379.64%-1362.4pp | 905.27%-888.0pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,637 | $4,187-60.9% | $3,558-54.0% | $4,837-66.2% |
| Participant deferral / active EE | $5,715 | $6,908-17.3% | $6,563-12.9% | $6,341-9.9% |
| Admin fee / account holder | $290 | $9,455-96.9% | $7,295-96.0% | $12,309-97.6% |