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 | $15,829 | $109,817-85.6% | $98,442-83.9% | $167,490-90.5% |
| Participation rate | 68.8% | 75.8%-7.1pp | 73.3%-4.6pp | 82.1%-13.4pp |
| Annual return | 20.25% | 1956.69%-1936.4pp | 1492.73%-1472.5pp | 478.56%-458.3pp |
| Employer contribution / active EE | $1,762 | $3,224-45.4% | $2,960-40.5% | $4,837-63.6% |
| Participant deferral / active EE | $2,519 | $4,673-46.1% | $4,276-41.1% | $6,341-60.3% |
| Admin fee / account holder | $165 | $6,753-97.6% | $5,949-97.2% | $12,309-98.7% |