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 | $21,191 | $109,327-80.6% | $89,391-76.3% | $158,922-86.7% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.0%-10.8pp | 82.0%-24.8pp |
| Annual return | 29.26% | 345.68%-316.4pp | 245.62%-216.4pp | 302.83%-273.6pp |
| Employer contribution / active EE | $2,397 | $3,170-24.4% | $2,586-7.3% | $4,761-49.6% |
| Participant deferral / active EE | $6,160 | $4,598+34.0% | $3,890+58.4% | $5,982+3.0% |
| Admin fee / account holder | $80 | $6,153-98.7% | $4,881-98.4% | $11,246-99.3% |