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 7-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 | $39,816 | $30,400+31.0% | $53,898-26.1% | $84,808-53.1% |
| Participation rate | 21.6% | 46.4%-24.8pp | 55.0%-33.3pp | 68.3%-46.7pp |
| Annual return | 20.26% | 500.19%-479.9pp | 528.60%-508.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $291 | $603-51.7% | $932-68.8% | $2,631-88.9% |
| Participant deferral / active EE | $559 | $1,199-53.4% | $1,826-69.4% | $4,212-86.7% |
| Admin fee / account holder | $172 | $1,993-91.4% | $2,491-93.1% | $7,344-97.7% |