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 8-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 | $11,488 | $88,751-87.1% | $81,812-86.0% | $145,922-92.1% |
| Participation rate | 46.7% | 75.0%-28.4pp | 72.3%-25.7pp | 80.3%-33.6pp |
| Annual return | 19.61% | 1025.40%-1005.8pp | 773.79%-754.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $760 | $3,083-75.3% | $2,912-73.9% | $4,660-83.7% |
| Participant deferral / active EE | $1,388 | $4,643-70.1% | $4,319-67.9% | $6,688-79.2% |
| Admin fee / account holder | $66 | $8,415-99.2% | $7,386-99.1% | $13,397-99.5% |