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 5-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 | $15,262 | $96,305-84.2% | $80,569-81.1% | $139,434-89.1% |
| Participation rate | 47.6% | 73.6%-26.0pp | 67.0%-19.4pp | 80.3%-32.7pp |
| Annual return | 26.95% | 1350.08%-1323.1pp | 935.43%-908.5pp | 372.94%-346.0pp |
| Employer contribution / active EE | $1,017 | $3,262-68.8% | $2,723-62.7% | $4,751-78.6% |
| Participant deferral / active EE | $2,543 | $5,232-51.4% | $4,447-42.8% | $6,710-62.1% |
| Admin fee / account holder | $69 | $6,599-99.0% | $5,377-98.7% | $11,403-99.4% |