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 10-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 | $15,809 | $99,020-84.0% | $86,590-81.7% | $147,584-89.3% |
| Participation rate | 56.3% | 76.3%-20.1pp | 73.5%-17.3pp | 82.8%-26.6pp |
| Annual return | 91.04% | 1312.34%-1221.3pp | 964.84%-873.8pp | 578.55%-487.5pp |
| Employer contribution / active EE | $1,473 | $3,132-53.0% | $2,839-48.1% | $4,876-69.8% |
| Participant deferral / active EE | $1,749 | $3,972-56.0% | $3,609-51.5% | $5,439-67.8% |
| Admin fee / account holder | $107 | $5,710-98.1% | $4,906-97.8% | $10,885-99.0% |