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 | $38,005 | $102,604-63.0% | $86,188-55.9% | $139,434-72.7% |
| Participation rate | 18.2% | 74.5%-56.3pp | 69.0%-50.8pp | 80.3%-62.1pp |
| Annual return | 19.10% | 1922.51%-1903.4pp | 1168.45%-1149.4pp | 372.94%-353.8pp |
| Employer contribution / active EE | $530 | $3,032-82.5% | $2,380-77.7% | $4,751-88.8% |
| Participant deferral / active EE | $1,455 | $4,676-68.9% | $3,985-63.5% | $6,710-78.3% |
| Admin fee / account holder | $184 | $8,657-97.9% | $6,852-97.3% | $11,403-98.4% |