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 | $22,063 | $27,915-21.0% | $58,482-62.3% | $75,163-70.6% |
| Participation rate | 35.1% | 38.8%-3.7pp | 50.9%-15.7pp | 67.2%-32.1pp |
| Annual return | 34.30% | 44.20%-9.9pp | 4239.32%-4205.0pp | 160.62%-126.3pp |
| Employer contribution / active EE | $209 | $669-68.7% | $1,053-80.1% | $2,670-92.2% |
| Participant deferral / active EE | $668 | $1,201-44.4% | $1,924-65.3% | $4,125-83.8% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |