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 | $14,560 | $104,907-86.1% | $84,611-82.8% | $152,861-90.5% |
| Participation rate | 0.0% | 74.8%-74.8pp | 68.2%-68.2pp | 82.4%-82.4pp |
| Annual return | 25.11% | 373.79%-348.7pp | 258.74%-233.6pp | 345.32%-320.2pp |
| Employer contribution / active EE | $811 | $3,302-75.4% | $2,652-69.4% | $4,762-83.0% |
| Participant deferral / active EE | $811 | $4,688-82.7% | $3,899-79.2% | $5,850-86.1% |
| Admin fee / account holder | $53 | $6,241-99.2% | $4,912-98.9% | $11,596-99.5% |