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 | $48,007 | $99,020-51.5% | $86,590-44.6% | $147,584-67.5% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 13.75% | 1312.34%-1298.6pp | 964.84%-951.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $548 | $3,132-82.5% | $2,839-80.7% | $4,876-88.8% |
| Participant deferral / active EE | $2,730 | $3,972-31.3% | $3,609-24.4% | $5,439-49.8% |
| Admin fee / account holder | $23 | $5,710-99.6% | $4,906-99.5% | $10,885-99.8% |