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 | $88,710-85.9% | $81,783-84.7% | $145,959-91.4% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 11.01% | 1027.26%-1016.2pp | 775.05%-764.0pp | 561.95%-550.9pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,903 | $4,645-59.0% | $4,320-56.0% | $6,689-71.6% |
| Admin fee / account holder | $96 | $8,407-98.9% | $7,380-98.7% | $13,398-99.3% |