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 | $20,223 | $102,604-80.3% | $86,188-76.5% | $139,434-85.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 16.27% | 1922.51%-1906.2pp | 1168.45%-1152.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $844 | $3,032-72.2% | $2,380-64.5% | $4,751-82.2% |
| Participant deferral / active EE | $2,017 | $4,676-56.9% | $3,985-49.4% | $6,710-69.9% |
| Admin fee / account holder | $74 | $8,657-99.2% | $6,852-98.9% | $11,403-99.4% |