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 4-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 | $16,898 | $102,604-83.5% | $86,188-80.4% | $139,434-87.9% |
| Participation rate | 27.3% | 74.5%-47.2pp | 69.0%-41.7pp | 80.3%-53.0pp |
| Annual return | 29.37% | 1922.51%-1893.1pp | 1168.45%-1139.1pp | 372.94%-343.6pp |
| Employer contribution / active EE | $871 | $3,032-71.3% | $2,380-63.4% | $4,751-81.7% |
| Participant deferral / active EE | $1,912 | $4,676-59.1% | $3,985-52.0% | $6,710-71.5% |
| Admin fee / account holder | $156 | $8,657-98.2% | $6,852-97.7% | $11,403-98.6% |