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 | $43,525 | $210,648-79.3% | $177,989-75.5% | $145,922-70.2% |
| Participation rate | 42.1% | 80.8%-38.7pp | 77.1%-35.0pp | 80.3%-38.2pp |
| Annual return | 13.60% | 385.86%-372.3pp | 294.48%-280.9pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,130 | $4,565-75.2% | $3,949-71.4% | $4,660-75.8% |
| Participant deferral / active EE | $1,365 | $6,958-80.4% | $6,276-78.3% | $6,688-79.6% |
| Admin fee / account holder | $40 | $12,013-99.7% | $10,363-99.6% | $13,397-99.7% |