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 | $16,116 | $108,172-85.1% | $77,482-79.2% | $158,922-89.9% |
| Participation rate | 63.2% | 64.4%-1.3pp | 54.2%+9.0pp | 82.0%-18.8pp |
| Annual return | 31.64% | 31.67%0pp | 54.79%-23.2pp | 302.83%-271.2pp |
| Employer contribution / active EE | $148 | $1,325-88.8% | $986-85.0% | $4,761-96.9% |
| Participant deferral / active EE | $803 | $2,456-67.3% | $1,861-56.9% | $5,982-86.6% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |