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 | $12,543 | $88,751-85.9% | $81,812-84.7% | $145,922-91.4% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.3%-16.8pp | 80.3%-24.7pp |
| Annual return | 11.01% | 1025.40%-1014.4pp | 773.79%-762.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,903 | $4,643-59.0% | $4,319-55.9% | $6,688-71.6% |
| Admin fee / account holder | $96 | $8,415-98.9% | $7,386-98.7% | $13,397-99.3% |