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 | $12,905 | $109,817-88.2% | $98,442-86.9% | $167,490-92.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 15.61% | 1956.69%-1941.1pp | 1492.73%-1477.1pp | 478.56%-463.0pp |
| Employer contribution / active EE | $840 | $3,224-73.9% | $2,960-71.6% | $4,837-82.6% |
| Participant deferral / active EE | $1,345 | $4,673-71.2% | $4,276-68.5% | $6,341-78.8% |
| Admin fee / account holder | $44 | $6,753-99.3% | $5,949-99.3% | $12,309-99.6% |