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 | $42,650 | $99,877-57.3% | $84,966-49.8% | $145,922-70.8% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 9.44% | 83.76%-74.3pp | 66.38%-56.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,489 | $3,231-23.0% | $2,727-8.7% | $4,660-46.6% |
| Participant deferral / active EE | $6,707 | $5,291+26.8% | $4,519+48.4% | $6,688+0.3% |
| Admin fee / account holder | $4 | $7,248-99.9% | $6,149-99.9% | $13,397-100.0% |