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 | $25,673 | $180,749-85.8% | $160,784-84.0% | $137,256-81.3% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.0%-39.5pp | 80.0%-42.5pp |
| Annual return | 24.33% | 2234.46%-2210.1pp | 1803.92%-1779.6pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,285 | $4,155-69.1% | $3,733-65.6% | $4,156-69.1% |
| Participant deferral / active EE | $2,308 | $6,844-66.3% | $6,293-63.3% | $6,407-64.0% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |