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 3-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 | $14,649 | $70,606-79.3% | $53,898-72.8% | $142,382-89.7% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 28.92% | 619.81%-590.9pp | 528.60%-499.7pp | 217.08%-188.2pp |
| Employer contribution / active EE | $874 | $1,202-27.3% | $932-6.2% | $4,299-79.7% |
| Participant deferral / active EE | $1,628 | $2,364-31.1% | $1,826-10.8% | $6,507-75.0% |
| Admin fee / account holder | $5 | $2,852-99.8% | $2,491-99.8% | $12,624-100.0% |