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 | $50,472 | $169,032-70.1% | $129,207-60.9% | $145,922-65.4% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.6%-36.3pp | 80.3%-46.9pp |
| Annual return | 15.56% | 14330.11%-14314.6pp | 9417.33%-9401.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $506 | $5,537-90.9% | $4,153-87.8% | $4,660-89.1% |
| Participant deferral / active EE | $3,245 | $4,987-34.9% | $4,168-22.1% | $6,688-51.5% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |