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 | $50,613 | $30,400+66.5% | $53,898-6.1% | $84,808-40.3% |
| Participation rate | 11.6% | 46.4%-34.8pp | 55.0%-43.3pp | 68.3%-56.7pp |
| Annual return | 19.28% | 500.19%-480.9pp | 528.60%-509.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $174 | $603-71.1% | $932-81.3% | $2,631-93.4% |
| Participant deferral / active EE | $653 | $1,199-45.5% | $1,826-64.3% | $4,212-84.5% |
| Admin fee / account holder | $209 | $1,993-89.5% | $2,491-91.6% | $7,344-97.2% |