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 9-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 | $29,913 | $70,756-57.7% | $65,493-54.3% | $142,382-79.0% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 17.30% | 1754.89%-1737.6pp | 982.45%-965.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $648 | $2,881-77.5% | $2,574-74.8% | $4,299-84.9% |
| Participant deferral / active EE | $1,871 | $4,637-59.6% | $3,961-52.8% | $6,507-71.2% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |