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 5-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 | $28,989 | $30,400-4.6% | $53,898-46.2% | $84,808-65.8% |
| Participation rate | 25.0% | 46.4%-21.4pp | 55.0%-30.0pp | 68.3%-43.3pp |
| Annual return | 21.72% | 500.19%-478.5pp | 528.60%-506.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $487 | $603-19.2% | $932-47.8% | $2,631-81.5% |
| Participant deferral / active EE | $1,454 | $1,199+21.3% | $1,826-20.4% | $4,212-65.5% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |