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 10-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 | $22,505 | $100,852-77.7% | $90,404-75.1% | $158,922-85.8% |
| Participation rate | 15.0% | 75.0%-60.0pp | 72.7%-57.7pp | 82.0%-67.0pp |
| Annual return | 22.84% | 1724.20%-1701.4pp | 1293.02%-1270.2pp | 302.83%-280.0pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,663 | $4,348-61.8% | $3,963-58.0% | $5,982-72.2% |
| Admin fee / account holder | $31 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |