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 6-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 | $48,282 | $102,604-52.9% | $86,188-44.0% | $139,434-65.4% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.0%-31.5pp | 80.3%-42.8pp |
| Annual return | 23.41% | 1922.51%-1899.1pp | 1168.45%-1145.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $1,110 | $3,032-63.4% | $2,380-53.4% | $4,751-76.6% |
| Participant deferral / active EE | $3,724 | $4,676-20.3% | $3,985-6.6% | $6,710-44.5% |
| Admin fee / account holder | $150 | $8,657-98.3% | $6,852-97.8% | $11,403-98.7% |