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 8-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 | $29,586 | $72,400-59.1% | $67,502-56.2% | $145,922-79.7% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 15.60% | 7182.46%-7166.9pp | 3512.12%-3496.5pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,361 | $3,069-23.1% | $2,731-13.6% | $4,660-49.3% |
| Participant deferral / active EE | $4,118 | $4,783-13.9% | $4,000+3.0% | $6,688-38.4% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |