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 | $23,487 | $48,570-51.6% | $130,648-82.0% | $72,985-67.8% |
| Participation rate | 34.4% | 58.6%-24.1pp | 71.7%-37.3pp | 69.5%-35.1pp |
| Annual return | 25.29% | 38.63%-13.3pp | 1708.96%-1683.7pp | 81.00%-55.7pp |
| Employer contribution / active EE | $493 | $1,334-63.0% | $4,092-88.0% | $2,440-79.8% |
| Participant deferral / active EE | $1,341 | $2,384-43.8% | $3,603-62.8% | $3,607-62.8% |
| Admin fee / account holder | $176 | $3,549-95.0% | $5,464-96.8% | $5,124-96.6% |