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 | $32,556 | $100,852-67.7% | $90,404-64.0% | $158,922-79.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 15.46% | 1724.20%-1708.7pp | 1293.02%-1277.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $814 | $3,689-77.9% | $3,262-75.0% | $4,761-82.9% |
| Participant deferral / active EE | $2,213 | $4,348-49.1% | $3,963-44.2% | $5,982-63.0% |
| Admin fee / account holder | $5 | $6,501-99.9% | $5,611-99.9% | $11,246-100.0% |