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 | $12,089 | $100,852-88.0% | $90,404-86.6% | $158,922-92.4% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | 33.46% | 1724.20%-1690.7pp | 1293.02%-1259.6pp | 302.83%-269.4pp |
| Employer contribution / active EE | $678 | $3,689-81.6% | $3,262-79.2% | $4,761-85.8% |
| Participant deferral / active EE | $853 | $4,348-80.4% | $3,963-78.5% | $5,982-85.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |