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 | $18,974 | $72,400-73.8% | $67,502-71.9% | $145,922-87.0% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.7pp | 80.3%-23.1pp |
| Annual return | 15.21% | 7182.46%-7167.2pp | 3512.12%-3496.9pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,310 | $3,069-57.3% | $2,731-52.0% | $4,660-71.9% |
| Participant deferral / active EE | $1,052 | $4,783-78.0% | $4,000-73.7% | $6,688-84.3% |
| Admin fee / account holder | $75 | $5,539-98.6% | $3,998-98.1% | $13,397-99.4% |