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 | $27,143 | $96,305-71.8% | $80,569-66.3% | $139,434-80.5% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 20.24% | 1350.08%-1329.8pp | 935.43%-915.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,751 | $3,262-46.3% | $2,723-35.7% | $4,751-63.2% |
| Participant deferral / active EE | $2,951 | $5,232-43.6% | $4,447-33.6% | $6,710-56.0% |
| Admin fee / account holder | $93 | $6,599-98.6% | $5,377-98.3% | $11,403-99.2% |