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 10-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 | $15,604 | $100,852-84.5% | $90,404-82.7% | $158,922-90.2% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 25.88% | 1724.20%-1698.3pp | 1293.02%-1267.1pp | 302.83%-276.9pp |
| Employer contribution / active EE | $255 | $3,689-93.1% | $3,262-92.2% | $4,761-94.6% |
| Participant deferral / active EE | $2,293 | $4,348-47.3% | $3,963-42.2% | $5,982-61.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |