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 3-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 | $82,768 | $70,606+17.2% | $53,898+53.6% | $142,382-41.9% |
| Participation rate | 5.6% | 63.7%-58.1pp | 55.0%-49.4pp | 80.1%-74.6pp |
| Annual return | 16.59% | 619.81%-603.2pp | 528.60%-512.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $217 | $1,202-82.0% | $932-76.8% | $4,299-95.0% |
| Participant deferral / active EE | $1,083 | $2,364-54.2% | $1,826-40.7% | $6,507-83.4% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |