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 | $40,640 | $73,515-44.7% | $62,995-35.5% | $147,584-72.5% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 22.13% | 175.43%-153.3pp | 87.57%-65.4pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,364 | $3,320-58.9% | $2,759-50.6% | $4,876-72.0% |
| Participant deferral / active EE | $4,553 | $4,185+8.8% | $3,329+36.8% | $5,439-16.3% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |