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 | $40,050 | $70,606-43.3% | $53,898-25.7% | $142,382-71.9% |
| Participation rate | 43.8% | 63.7%-20.0pp | 55.0%-11.2pp | 80.1%-36.4pp |
| Annual return | 19.33% | 619.81%-600.5pp | 528.60%-509.3pp | 217.08%-197.7pp |
| Employer contribution / active EE | $994 | $1,202-17.3% | $932+6.7% | $4,299-76.9% |
| Participant deferral / active EE | $1,462 | $2,364-38.1% | $1,826-19.9% | $6,507-77.5% |
| Admin fee / account holder | $213 | $2,852-92.5% | $2,491-91.4% | $12,624-98.3% |