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 | $33,806 | $102,966-67.2% | $90,281-62.6% | $152,861-77.9% |
| Participation rate | 41.7% | 75.9%-34.2pp | 73.3%-31.6pp | 82.4%-40.8pp |
| Annual return | 260.19% | 95.16%+165.0pp | 78.10%+182.1pp | 345.32%-85.1pp |
| Employer contribution / active EE | $881 | $3,139-71.9% | $2,854-69.1% | $4,762-81.5% |
| Participant deferral / active EE | $1,861 | $4,281-56.5% | $3,885-52.1% | $5,850-68.2% |
| Admin fee / account holder | $25 | $6,171-99.6% | $5,351-99.5% | $11,596-99.8% |