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 | $28,580 | $105,181-72.8% | $159,436-82.1% | $85,850-66.7% |
| Participation rate | 57.9% | 75.8%-17.9pp | 82.8%-24.9pp | 69.3%-11.4pp |
| Annual return | 680.55% | 45.07%+635.5pp | 263.57%+417.0pp | 318.53%+362.0pp |
| Employer contribution / active EE | $2,135 | $3,318-35.6% | $4,829-55.8% | $2,565-16.8% |
| Participant deferral / active EE | $3,939 | $5,945-33.7% | $7,352-46.4% | $3,952-0.3% |
| Admin fee / account holder | $215 | $6,933-96.9% | $10,799-98.0% | $6,260-96.6% |