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 | $57,532 | $210,648-72.7% | $177,989-67.7% | $145,922-60.6% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 10.86% | 385.86%-375.0pp | 294.48%-283.6pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,314 | $4,565-27.4% | $3,949-16.1% | $4,660-28.9% |
| Participant deferral / active EE | $4,871 | $6,958-30.0% | $6,276-22.4% | $6,688-27.2% |
| Admin fee / account holder | $282 | $12,013-97.7% | $10,363-97.3% | $13,397-97.9% |