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 9-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 | $31,545 | $60,124-47.5% | $90,404-65.1% | $79,858-60.5% |
| Participation rate | 48.3% | 65.0%-16.7pp | 72.7%-24.4pp | 69.6%-21.4pp |
| Annual return | 16.90% | 71.94%-55.0pp | 1293.02%-1276.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $353 | $2,068-82.9% | $3,262-89.2% | $2,471-85.7% |
| Participant deferral / active EE | $1,523 | $2,938-48.2% | $3,963-61.6% | $3,740-59.3% |
| Admin fee / account holder | $209 | $3,976-94.7% | $5,611-96.3% | $5,306-96.1% |