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 | $19,364 | $176,662-89.0% | $130,648-85.2% | $152,861-87.3% |
| Participation rate | 65.0% | 79.0%-14.0pp | 71.7%-6.7pp | 82.4%-17.4pp |
| Annual return | 28.85% | 2692.24%-2663.4pp | 1708.96%-1680.1pp | 345.32%-316.5pp |
| Employer contribution / active EE | $1,388 | $5,742-75.8% | $4,092-66.1% | $4,762-70.9% |
| Participant deferral / active EE | $2,701 | $4,361-38.1% | $3,603-25.0% | $5,850-53.8% |
| Admin fee / account holder | $22 | $7,133-99.7% | $5,464-99.6% | $11,596-99.8% |