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 6-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 | $15,771 | $57,281-72.5% | $86,612-81.8% | $75,163-79.0% |
| Participation rate | 46.2% | 63.2%-17.0pp | 71.7%-25.5pp | 67.2%-21.0pp |
| Annual return | 17.97% | 2670.75%-2652.8pp | 591.07%-573.1pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,214 | $2,314-47.5% | $3,022-59.8% | $2,670-54.5% |
| Participant deferral / active EE | $2,094 | $3,318-36.9% | $4,438-52.8% | $4,125-49.2% |
| Admin fee / account holder | $96 | $4,112-97.7% | $5,614-98.3% | $5,651-98.3% |