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 | $27,152 | $73,515-63.1% | $62,995-56.9% | $147,584-81.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 16.24% | 175.43%-159.2pp | 87.57%-71.3pp | 578.55%-562.3pp |
| Employer contribution / active EE | $835 | $3,320-74.9% | $2,759-69.7% | $4,876-82.9% |
| Participant deferral / active EE | $813 | $4,185-80.6% | $3,329-75.6% | $5,439-85.1% |
| Admin fee / account holder | $60 | $5,953-99.0% | $3,600-98.3% | $10,885-99.4% |