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 | $52,349 | $109,817-52.3% | $98,442-46.8% | $167,490-68.7% |
| Participation rate | 27.8% | 75.8%-48.0pp | 73.3%-45.6pp | 82.1%-54.3pp |
| Annual return | 13.05% | 1956.69%-1943.6pp | 1492.73%-1479.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,218 | $3,224-62.2% | $2,960-58.9% | $4,837-74.8% |
| Participant deferral / active EE | $2,588 | $4,673-44.6% | $4,276-39.5% | $6,341-59.2% |
| Admin fee / account holder | $262 | $6,753-96.1% | $5,949-95.6% | $12,309-97.9% |