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 | $58,351 | $109,817-46.9% | $98,442-40.7% | $167,490-65.2% |
| Participation rate | 37.5% | 75.8%-38.3pp | 73.3%-35.8pp | 82.1%-44.6pp |
| Annual return | 17.94% | 1956.69%-1938.8pp | 1492.73%-1474.8pp | 478.56%-460.6pp |
| Employer contribution / active EE | $1,795 | $3,224-44.3% | $2,960-39.4% | $4,837-62.9% |
| Participant deferral / active EE | $1,795 | $4,673-61.6% | $4,276-58.0% | $6,341-71.7% |
| Admin fee / account holder | $30 | $6,753-99.6% | $5,949-99.5% | $12,309-99.8% |