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 | $25,399 | $104,486-75.7% | $76,817-66.9% | $152,861-83.4% |
| Participation rate | 55.6% | 76.6%-21.0pp | 72.1%-16.5pp | 82.4%-26.9pp |
| Annual return | 25.17% | 1013.37%-988.2pp | 1166.11%-1140.9pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,228 | $3,116-60.6% | $2,302-46.6% | $4,762-74.2% |
| Participant deferral / active EE | $1,746 | $4,236-58.8% | $3,336-47.7% | $5,850-70.2% |
| Admin fee / account holder | $76 | $12,275-99.4% | $6,420-98.8% | $11,596-99.3% |