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 | $11,499 | $100,852-88.6% | $90,404-87.3% | $158,922-92.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 45.61% | 1724.20%-1678.6pp | 1293.02%-1247.4pp | 302.83%-257.2pp |
| Employer contribution / active EE | $565 | $3,689-84.7% | $3,262-82.7% | $4,761-88.1% |
| Participant deferral / active EE | $1,542 | $4,348-64.5% | $3,963-61.1% | $5,982-74.2% |
| Admin fee / account holder | $36 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |