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 | $14,009 | $76,738-81.7% | $56,411-75.2% | $145,922-90.4% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.7pp | 80.3%-23.1pp |
| Annual return | 14.71% | 2994.23%-2979.5pp | 1701.33%-1686.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $306 | $1,380-77.8% | $1,039-70.6% | $4,660-93.4% |
| Participant deferral / active EE | $2,929 | $2,623+11.7% | $1,952+50.0% | $6,688-56.2% |
| Admin fee / account holder | $86 | $3,334-97.4% | $2,829-96.9% | $13,397-99.4% |