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 5-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 | $35,909 | $185,200-80.6% | $142,863-74.9% | $167,490-78.6% |
| Participation rate | 33.3% | 78.4%-45.1pp | 71.9%-38.6pp | 82.1%-48.8pp |
| Annual return | 14.85% | 8555.70%-8540.8pp | 5637.54%-5622.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $741 | $5,604-86.8% | $4,144-82.1% | $4,837-84.7% |
| Participant deferral / active EE | $1,231 | $4,494-72.6% | $3,837-67.9% | $6,341-80.6% |
| Admin fee / account holder | $143 | $8,031-98.2% | $6,560-97.8% | $12,309-98.8% |