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 | $27,153 | $76,738-64.6% | $56,411-51.9% | $145,922-81.4% |
| Participation rate | 27.3% | 63.2%-35.9pp | 52.5%-25.2pp | 80.3%-53.0pp |
| Annual return | 15.29% | 2994.23%-2978.9pp | 1701.33%-1686.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $700 | $1,380-49.2% | $1,039-32.6% | $4,660-85.0% |
| Participant deferral / active EE | $983 | $2,623-62.5% | $1,952-49.7% | $6,688-85.3% |
| Admin fee / account holder | $50 | $3,334-98.5% | $2,829-98.2% | $13,397-99.6% |