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 8-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 | $31,075 | $72,400-57.1% | $67,502-54.0% | $145,922-78.7% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 14.79% | 7182.46%-7167.7pp | 3512.12%-3497.3pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,513 | $3,069-50.7% | $2,731-44.6% | $4,660-67.5% |
| Participant deferral / active EE | $6,523 | $4,783+36.4% | $4,000+63.1% | $6,688-2.5% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |