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 5-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 | $14,810 | $96,305-84.6% | $80,569-81.6% | $139,434-89.4% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 21.11% | 1350.08%-1329.0pp | 935.43%-914.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,236 | $3,262-62.1% | $2,723-54.6% | $4,751-74.0% |
| Participant deferral / active EE | $1,640 | $5,232-68.7% | $4,447-63.1% | $6,710-75.6% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |