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 6-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 | $37,926 | $108,172-64.9% | $77,482-51.1% | $158,922-76.1% |
| Participation rate | 31.3% | 64.4%-33.2pp | 54.2%-22.9pp | 82.0%-50.7pp |
| Annual return | 369.73% | 31.67%+338.1pp | 54.79%+314.9pp | 302.83%+66.9pp |
| Employer contribution / active EE | $575 | $1,325-56.6% | $986-41.7% | $4,761-87.9% |
| Participant deferral / active EE | $2,535 | $2,456+3.2% | $1,861+36.2% | $5,982-57.6% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |