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 9-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 | $15,011 | $100,852-85.1% | $90,404-83.4% | $158,922-90.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 21.02% | 1724.20%-1703.2pp | 1293.02%-1272.0pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,538 | $3,689-58.3% | $3,262-52.8% | $4,761-67.7% |
| Participant deferral / active EE | $2,863 | $4,348-34.1% | $3,963-27.8% | $5,982-52.1% |
| Admin fee / account holder | $145 | $6,501-97.8% | $5,611-97.4% | $11,246-98.7% |