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 | $15,663 | $114,047-86.3% | $96,139-83.7% | $167,490-90.6% |
| Participation rate | 47.4% | 75.1%-27.7pp | 68.4%-21.1pp | 82.1%-34.7pp |
| Annual return | 35.29% | 189.88%-154.6pp | 191.94%-156.7pp | 478.56%-443.3pp |
| Employer contribution / active EE | $516 | $3,427-85.0% | $2,797-81.6% | $4,837-89.3% |
| Participant deferral / active EE | $1,620 | $5,194-68.8% | $4,349-62.8% | $6,341-74.5% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |