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 | $25,232 | $102,604-75.4% | $86,188-70.7% | $139,434-81.9% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.0%-13.4pp | 80.3%-24.8pp |
| Annual return | 16.54% | 1922.51%-1906.0pp | 1168.45%-1151.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,074 | $3,032-64.6% | $2,380-54.9% | $4,751-77.4% |
| Participant deferral / active EE | $2,149 | $4,676-54.0% | $3,985-46.1% | $6,710-68.0% |
| Admin fee / account holder | $292 | $8,657-96.6% | $6,852-95.7% | $11,403-97.4% |