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 | $13,538 | $57,281-76.4% | $86,612-84.4% | $75,163-82.0% |
| Participation rate | 41.8% | 63.2%-21.4pp | 71.7%-29.9pp | 67.2%-25.4pp |
| Annual return | 18.89% | 2670.75%-2651.9pp | 591.07%-572.2pp | 160.62%-141.7pp |
| Employer contribution / active EE | $757 | $2,314-67.3% | $3,022-75.0% | $2,670-71.6% |
| Participant deferral / active EE | $1,132 | $3,318-65.9% | $4,438-74.5% | $4,125-72.6% |
| Admin fee / account holder | $219 | $4,112-94.7% | $5,614-96.1% | $5,651-96.1% |