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 | $26,443 | $85,202-69.0% | $172,739-84.7% | $72,985-63.8% |
| Participation rate | 33.8% | 70.1%-36.2pp | 82.6%-48.8pp | 69.5%-35.6pp |
| Annual return | 23.66% | 27.32%-3.7pp | 802.84%-779.2pp | 81.00%-57.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,330 | $3,260-59.2% | $5,198-74.4% | $3,607-63.1% |
| Admin fee / account holder | $262 | $5,884-95.5% | $13,954-98.1% | $5,124-94.9% |