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 | $49,233 | $57,281-14.1% | $86,612-43.2% | $75,163-34.5% |
| Participation rate | 51.6% | 63.2%-11.6pp | 71.7%-20.1pp | 67.2%-15.6pp |
| Annual return | 15.03% | 2670.75%-2655.7pp | 591.07%-576.0pp | 160.62%-145.6pp |
| Employer contribution / active EE | $367 | $2,314-84.1% | $3,022-87.9% | $2,670-86.3% |
| Participant deferral / active EE | $1,965 | $3,318-40.8% | $4,438-55.7% | $4,125-52.4% |
| Admin fee / account holder | $52 | $4,112-98.7% | $5,614-99.1% | $5,651-99.1% |