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 8-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 | $40,696 | $102,604-60.3% | $86,188-52.8% | $139,434-70.8% |
| Participation rate | 27.3% | 74.5%-47.2pp | 69.0%-41.7pp | 80.3%-53.0pp |
| Annual return | 17.43% | 1922.51%-1905.1pp | 1168.45%-1151.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $545 | $3,032-82.0% | $2,380-77.1% | $4,751-88.5% |
| Participant deferral / active EE | $1,213 | $4,676-74.1% | $3,985-69.6% | $6,710-81.9% |
| Admin fee / account holder | $221 | $8,657-97.4% | $6,852-96.8% | $11,403-98.1% |