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 | $37,984 | $110,502-65.6% | $80,716-52.9% | $167,490-77.3% |
| Participation rate | 38.9% | 64.0%-25.1pp | 54.2%-15.3pp | 82.1%-43.2pp |
| Annual return | 15.82% | 120.54%-104.7pp | 87.28%-71.5pp | 478.56%-462.7pp |
| Employer contribution / active EE | $484 | $1,543-68.7% | $1,160-58.3% | $4,837-90.0% |
| Participant deferral / active EE | $1,843 | $2,871-35.8% | $2,146-14.1% | $6,341-70.9% |
| Admin fee / account holder | $7 | $4,545-99.8% | $3,380-99.8% | $12,309-99.9% |