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 | $15,559 | $109,817-85.8% | $98,442-84.2% | $167,490-90.7% |
| Participation rate | 56.3% | 75.8%-19.6pp | 73.3%-17.1pp | 82.1%-25.9pp |
| Annual return | 17.12% | 1956.69%-1939.6pp | 1492.73%-1475.6pp | 478.56%-461.4pp |
| Employer contribution / active EE | $837 | $3,224-74.0% | $2,960-71.7% | $4,837-82.7% |
| Participant deferral / active EE | $2,259 | $4,673-51.7% | $4,276-47.2% | $6,341-64.4% |
| Admin fee / account holder | $80 | $6,753-98.8% | $5,949-98.7% | $12,309-99.3% |