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 4-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 | $23,947 | $88,751-73.0% | $81,812-70.7% | $145,922-83.6% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.3%-39.0pp | 80.3%-46.9pp |
| Annual return | 14.22% | 1025.40%-1011.2pp | 773.79%-759.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,213 | $3,083-60.6% | $2,912-58.3% | $4,660-74.0% |
| Participant deferral / active EE | $1,213 | $4,643-73.9% | $4,319-71.9% | $6,688-81.9% |
| Admin fee / account holder | $105 | $8,415-98.8% | $7,386-98.6% | $13,397-99.2% |