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 | $54,727 | $88,751-38.3% | $81,812-33.1% | $145,922-62.5% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.3%-36.6pp | 80.3%-44.6pp |
| Annual return | 14.45% | 1025.40%-1010.9pp | 773.79%-759.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,067 | $3,083-65.4% | $2,912-63.4% | $4,660-77.1% |
| Participant deferral / active EE | $1,161 | $4,643-75.0% | $4,319-73.1% | $6,688-82.6% |
| Admin fee / account holder | $73 | $8,415-99.1% | $7,386-99.0% | $13,397-99.5% |