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 | $20,435 | $63,346-67.7% | $92,233-77.8% | $70,131-70.9% |
| Participation rate | 35.1% | 68.7%-33.6pp | 76.5%-41.4pp | 69.5%-34.5pp |
| Annual return | 50.59% | 530.12%-479.5pp | 176.28%-125.7pp | 73.14%-22.5pp |
| Employer contribution / active EE | $1,950 | $2,471-21.1% | $3,679-47.0% | $2,342-16.7% |
| Participant deferral / active EE | $1,704 | $2,854-40.3% | $3,897-56.3% | $3,332-48.8% |
| Admin fee / account holder | $10 | $3,840-99.7% | $5,194-99.8% | $4,645-99.8% |