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 5-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 | $31,810 | $180,749-82.4% | $160,784-80.2% | $137,256-76.8% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 23.01% | 2234.46%-2211.5pp | 1803.92%-1780.9pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,118 | $4,155-49.0% | $3,733-43.2% | $4,156-49.0% |
| Participant deferral / active EE | $2,118 | $6,844-69.0% | $6,293-66.3% | $6,407-66.9% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |