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 | $28,564 | $96,305-70.3% | $80,569-64.5% | $139,434-79.5% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 14.54% | 1350.08%-1335.5pp | 935.43%-920.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $959 | $3,262-70.6% | $2,723-64.8% | $4,751-79.8% |
| Participant deferral / active EE | $2,308 | $5,232-55.9% | $4,447-48.1% | $6,710-65.6% |
| Admin fee / account holder | $103 | $6,599-98.4% | $5,377-98.1% | $11,403-99.1% |