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 | $21,287 | $52,953-59.8% | $172,739-87.7% | $65,185-67.3% |
| Participation rate | 39.1% | 66.2%-27.1pp | 82.6%-43.5pp | 70.2%-31.1pp |
| Annual return | 301.32% | 30.12%+271.2pp | 802.84%-501.5pp | 29.38%+271.9pp |
| Employer contribution / active EE | $559 | $2,190-74.5% | $5,143-89.1% | $2,177-74.3% |
| Participant deferral / active EE | $1,125 | $2,471-54.5% | $5,198-78.4% | $3,514-68.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |