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 | $23,268 | $88,751-73.8% | $81,812-71.6% | $145,922-84.1% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.3%-36.0pp | 80.3%-43.9pp |
| Annual return | 15.04% | 1025.40%-1010.4pp | 773.79%-758.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,244 | $3,083-59.7% | $2,912-57.3% | $4,660-73.3% |
| Participant deferral / active EE | $2,203 | $4,643-52.5% | $4,319-49.0% | $6,688-67.1% |
| Admin fee / account holder | $112 | $8,415-98.7% | $7,386-98.5% | $13,397-99.2% |