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 | $41,286 | $102,317-59.6% | $146,958-71.9% | $80,856-48.9% |
| Participation rate | 47.2% | 75.8%-28.6pp | 82.2%-34.9pp | 67.6%-20.4pp |
| Annual return | 14.12% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,377 | $3,713-62.9% | $4,933-72.1% | $2,755-50.0% |
| Participant deferral / active EE | $2,854 | $6,644-57.0% | $8,070-64.6% | $4,296-33.6% |
| Admin fee / account holder | $269 | $7,941-96.6% | $12,998-97.9% | $6,918-96.1% |