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 | $29,543 | $84,695-65.1% | $73,843-60.0% | $125,391-76.4% |
| Participation rate | 42.9% | 76.8%-33.9pp | 73.4%-30.6pp | 83.2%-40.3pp |
| Annual return | 9.46% | 3123.53%-3114.1pp | 2267.84%-2258.4pp | 282.22%-272.8pp |
| Employer contribution / active EE | $855 | $3,123-72.6% | $2,787-69.3% | $4,866-82.4% |
| Participant deferral / active EE | $2,989 | $3,992-25.1% | $3,583-16.6% | $5,352-44.2% |
| Admin fee / account holder | $180 | $5,691-96.8% | $4,880-96.3% | $9,540-98.1% |