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 5-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 | $18,201 | $81,625-77.7% | $58,482-68.9% | $139,434-86.9% |
| Participation rate | 30.0% | 61.3%-31.3pp | 50.9%-20.9pp | 80.3%-50.3pp |
| Annual return | 28.03% | 7404.20%-7376.2pp | 4239.32%-4211.3pp | 372.94%-344.9pp |
| Employer contribution / active EE | $914 | $1,398-34.7% | $1,053-13.3% | $4,751-80.8% |
| Participant deferral / active EE | $1,397 | $2,557-45.4% | $1,924-27.4% | $6,710-79.2% |
| Admin fee / account holder | $5 | $3,265-99.8% | $2,516-99.8% | $11,403-100.0% |