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 4-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 | $28,483 | $30,400-6.3% | $53,898-47.2% | $84,808-66.4% |
| Participation rate | 7.7% | 46.4%-38.8pp | 55.0%-47.3pp | 68.3%-60.6pp |
| Annual return | 26.22% | 500.19%-474.0pp | 528.60%-502.4pp | 40.90%-14.7pp |
| Employer contribution / active EE | $176 | $603-70.8% | $932-81.1% | $2,631-93.3% |
| Participant deferral / active EE | $374 | $1,199-68.8% | $1,826-79.5% | $4,212-91.1% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |