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 | $55,242 | $110,809-50.1% | $86,874-36.4% | $167,490-67.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 71.6%-21.6pp | 82.1%-32.1pp |
| Annual return | 32.44% | 116.98%-84.5pp | 63.52%-31.1pp | 478.56%-446.1pp |
| Employer contribution / active EE | $1,207 | $3,244-62.8% | $2,495-51.6% | $4,837-75.1% |
| Participant deferral / active EE | $5,779 | $4,546+27.1% | $3,699+56.2% | $6,341-8.9% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |