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 | $8,094 | $156,846-94.8% | $121,098-93.3% | $139,434-94.2% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 23.57% | 1474.56%-1451.0pp | 985.75%-962.2pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,806 | $5,536-67.4% | $4,164-56.6% | $4,751-62.0% |
| Participant deferral / active EE | $966 | $4,844-80.1% | $4,080-76.3% | $6,710-85.6% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |