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 | $53,142 | $99,020-46.3% | $86,590-38.6% | $147,584-64.0% |
| Participation rate | 36.4% | 76.3%-40.0pp | 73.5%-37.2pp | 82.8%-46.5pp |
| Annual return | 15.43% | 1312.34%-1296.9pp | 964.84%-949.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,465 | $3,132-21.3% | $2,839-13.2% | $4,876-49.4% |
| Participant deferral / active EE | $2,465 | $3,972-37.9% | $3,609-31.7% | $5,439-54.7% |
| Admin fee / account holder | $21 | $5,710-99.6% | $4,906-99.6% | $10,885-99.8% |