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 3-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 | $13,030 | $169,032-92.3% | $129,207-89.9% | $145,922-91.1% |
| Participation rate | 38.5% | 76.4%-38.0pp | 69.6%-31.2pp | 80.3%-41.8pp |
| Annual return | 15.03% | 14330.11%-14315.1pp | 9417.33%-9402.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $701 | $5,537-87.3% | $4,153-83.1% | $4,660-85.0% |
| Participant deferral / active EE | $1,169 | $4,987-76.6% | $4,168-71.9% | $6,688-82.5% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |