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 | $18,128 | $76,738-76.4% | $56,411-67.9% | $145,922-87.6% |
| Participation rate | 53.8% | 63.2%-9.4pp | 52.5%+1.4pp | 80.3%-26.4pp |
| Annual return | 11.28% | 2994.23%-2982.9pp | 1701.33%-1690.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,385 | $1,380+0.3% | $1,039+33.3% | $4,660-70.3% |
| Participant deferral / active EE | $2,192 | $2,623-16.4% | $1,952+12.3% | $6,688-67.2% |
| Admin fee / account holder | $277 | $3,334-91.7% | $2,829-90.2% | $13,397-97.9% |