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 | $45,249 | $156,846-71.2% | $121,098-62.6% | $139,434-67.5% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 25.04% | 1474.56%-1449.5pp | 985.75%-960.7pp | 372.94%-347.9pp |
| Employer contribution / active EE | $638 | $5,536-88.5% | $4,164-84.7% | $4,751-86.6% |
| Participant deferral / active EE | $3,895 | $4,844-19.6% | $4,080-4.5% | $6,710-42.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |