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 | $13,260 | $65,409-79.7% | $98,442-86.5% | $85,850-84.6% |
| Participation rate | 56.0% | 65.0%-9.0pp | 73.3%-17.3pp | 69.3%-13.3pp |
| Annual return | 16.87% | 21.76%-4.9pp | 1492.73%-1475.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $951 | $3,166-70.0% | $4,276-77.8% | $3,952-75.9% |
| Admin fee / account holder | $53 | $4,593-98.8% | $5,949-99.1% | $6,260-99.2% |