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 | $16,219 | $30,400-46.6% | $53,898-69.9% | $84,808-80.9% |
| Participation rate | 14.5% | 46.4%-31.9pp | 55.0%-40.4pp | 68.3%-53.8pp |
| Annual return | 45.60% | 500.19%-454.6pp | 528.60%-483.0pp | 40.90%+4.7pp |
| Employer contribution / active EE | $224 | $603-62.8% | $932-75.9% | $2,631-91.5% |
| Participant deferral / active EE | $1,043 | $1,199-13.0% | $1,826-42.9% | $4,212-75.2% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |