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 | $16,167 | $121,625-86.7% | $104,607-84.5% | $158,922-89.8% |
| Participation rate | 37.5% | 77.5%-40.0pp | 74.1%-36.6pp | 82.0%-44.5pp |
| Annual return | 17.05% | 465.26%-448.2pp | 340.46%-323.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $458 | $3,163-85.5% | $2,681-82.9% | $4,761-90.4% |
| Participant deferral / active EE | $1,419 | $4,177-66.0% | $3,740-62.1% | $5,982-76.3% |
| Admin fee / account holder | $1 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |