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 | $21,904 | $111,724-80.4% | $93,606-76.6% | $145,922-85.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 10.54% | 202.98%-192.4pp | 133.20%-122.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $989 | $3,090-68.0% | $2,420-59.1% | $4,660-78.8% |
| Participant deferral / active EE | $1,710 | $4,912-65.2% | $4,411-61.2% | $6,688-74.4% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |