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 | $37,783 | $30,400+24.3% | $53,898-29.9% | $84,808-55.4% |
| Participation rate | 11.5% | 46.4%-34.9pp | 55.0%-43.4pp | 68.3%-56.8pp |
| Annual return | 25.94% | 500.19%-474.2pp | 528.60%-502.7pp | 40.90%-15.0pp |
| Employer contribution / active EE | $188 | $603-68.8% | $932-79.8% | $2,631-92.9% |
| Participant deferral / active EE | $596 | $1,199-50.3% | $1,826-67.4% | $4,212-85.9% |
| Admin fee / account holder | $194 | $1,993-90.3% | $2,491-92.2% | $7,344-97.4% |