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 | $29,485 | $70,756-58.3% | $65,493-55.0% | $142,382-79.3% |
| Participation rate | 43.8% | 77.4%-33.6pp | 73.1%-29.3pp | 80.1%-36.4pp |
| Annual return | 20.13% | 1754.89%-1734.8pp | 982.45%-962.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,041 | $2,881-63.9% | $2,574-59.6% | $4,299-75.8% |
| Participant deferral / active EE | $4,253 | $4,637-8.3% | $3,961+7.4% | $6,507-34.6% |
| Admin fee / account holder | $109 | $6,559-98.3% | $5,028-97.8% | $12,624-99.1% |