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 4-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 | $25,167 | $68,097-63.0% | $62,929-60.0% | $137,256-81.7% |
| Participation rate | 38.5% | 77.4%-39.0pp | 73.1%-34.7pp | 80.0%-41.5pp |
| Annual return | 20.73% | 1859.11%-1838.4pp | 1063.93%-1043.2pp | 220.34%-199.6pp |
| Employer contribution / active EE | $575 | $2,811-79.5% | $2,505-77.0% | $4,156-86.2% |
| Participant deferral / active EE | $1,379 | $4,553-69.7% | $3,888-64.5% | $6,407-78.5% |
| Admin fee / account holder | $231 | $6,521-96.5% | $5,065-95.4% | $12,270-98.1% |