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 3-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 | $15,600 | $210,648-92.6% | $177,989-91.2% | $145,922-89.3% |
| Participation rate | 61.5% | 80.8%-19.2pp | 77.1%-15.5pp | 80.3%-18.7pp |
| Annual return | 15.36% | 385.86%-370.5pp | 294.48%-279.1pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,518 | $4,565-66.7% | $3,949-61.5% | $4,660-67.4% |
| Participant deferral / active EE | $1,711 | $6,958-75.4% | $6,276-72.7% | $6,688-74.4% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |