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 | $53,002 | $74,888-29.2% | $71,209-25.6% | $142,382-62.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 17.97% | 345.14%-327.2pp | 282.51%-264.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,392 | $2,854-51.2% | $2,721-48.8% | $4,299-67.6% |
| Participant deferral / active EE | $4,043 | $4,454-9.2% | $4,175-3.2% | $6,507-37.9% |
| Admin fee / account holder | $200 | $5,568-96.4% | $5,349-96.3% | $12,624-98.4% |