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 | $69,668 | $70,756-1.5% | $65,493+6.4% | $142,382-51.1% |
| Participation rate | 33.3% | 77.4%-44.0pp | 73.1%-39.8pp | 80.1%-46.8pp |
| Annual return | 17.07% | 1754.89%-1737.8pp | 982.45%-965.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $534 | $2,881-81.4% | $2,574-79.2% | $4,299-87.6% |
| Participant deferral / active EE | $1,896 | $4,637-59.1% | $3,961-52.1% | $6,507-70.9% |
| Admin fee / account holder | $219 | $6,559-96.7% | $5,028-95.6% | $12,624-98.3% |