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 | $13,671 | $104,907-87.0% | $84,611-83.8% | $152,861-91.1% |
| Participation rate | 63.6% | 74.8%-11.2pp | 68.2%-4.6pp | 82.4%-18.8pp |
| Annual return | 78.19% | 373.79%-295.6pp | 258.74%-180.5pp | 345.32%-267.1pp |
| Employer contribution / active EE | $1,734 | $3,302-47.5% | $2,652-34.6% | $4,762-63.6% |
| Participant deferral / active EE | $3,928 | $4,688-16.2% | $3,899+0.7% | $5,850-32.9% |
| Admin fee / account holder | $74 | $6,241-98.8% | $4,912-98.5% | $11,596-99.4% |