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 | $17,399 | $185,200-90.6% | $142,863-87.8% | $167,490-89.6% |
| Participation rate | 66.7% | 78.4%-11.8pp | 71.9%-5.3pp | 82.1%-15.4pp |
| Annual return | 146.84% | 8555.70%-8408.9pp | 5637.54%-5490.7pp | 478.56%-331.7pp |
| Employer contribution / active EE | $1,428 | $5,604-74.5% | $4,144-65.5% | $4,837-70.5% |
| Participant deferral / active EE | $2,482 | $4,494-44.8% | $3,837-35.3% | $6,341-60.9% |
| Admin fee / account holder | $36 | $8,031-99.5% | $6,560-99.4% | $12,309-99.7% |