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 | $20,637 | $80,812-74.5% | $160,784-87.2% | $82,448-75.0% |
| Participation rate | 37.9% | 66.2%-28.3pp | 77.0%-39.0pp | 68.1%-30.1pp |
| Annual return | 13.48% | 100.59%-87.1pp | 1803.92%-1790.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $483 | $2,174-77.8% | $3,733-87.1% | $2,551-81.1% |
| Participant deferral / active EE | $1,358 | $4,335-68.7% | $6,293-78.4% | $4,139-67.2% |
| Admin fee / account holder | $204 | $7,695-97.3% | $9,717-97.9% | $7,234-97.2% |