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 | $46,429 | $108,642-57.3% | $74,701-37.8% | $152,861-69.6% |
| Participation rate | 45.5% | 65.3%-19.9pp | 54.5%-9.0pp | 82.4%-37.0pp |
| Annual return | 22.50% | 114.06%-91.6pp | 752.92%-730.4pp | 345.32%-322.8pp |
| Employer contribution / active EE | $645 | $1,503-57.1% | $1,084-40.4% | $4,762-86.4% |
| Participant deferral / active EE | $2,761 | $2,712+1.8% | $1,964+40.6% | $5,850-52.8% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |