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 | $10,648 | $102,966-89.7% | $90,281-88.2% | $152,861-93.0% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.4%-19.9pp |
| Annual return | 29.08% | 95.16%-66.1pp | 78.10%-49.0pp | 345.32%-316.2pp |
| Employer contribution / active EE | $1,128 | $3,139-64.1% | $2,854-60.5% | $4,762-76.3% |
| Participant deferral / active EE | $1,476 | $4,281-65.5% | $3,885-62.0% | $5,850-74.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |