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 | $47,180 | $158,398-70.2% | $126,539-62.7% | $142,382-66.9% |
| Participation rate | 55.6% | 75.8%-20.3pp | 69.8%-14.3pp | 80.1%-24.6pp |
| Annual return | 109.55% | 593.76%-484.2pp | 425.95%-316.4pp | 217.08%-107.5pp |
| Employer contribution / active EE | $703 | $4,650-84.9% | $3,674-80.9% | $4,299-83.6% |
| Participant deferral / active EE | $2,216 | $4,767-53.5% | $4,083-45.7% | $6,507-65.9% |
| Admin fee / account holder | $45 | $6,918-99.3% | $6,065-99.3% | $12,624-99.6% |