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 | $34,148 | $101,069-66.2% | $81,478-58.1% | $147,584-76.9% |
| Participation rate | 26.7% | 74.5%-47.8pp | 68.0%-41.3pp | 82.8%-56.2pp |
| Annual return | 23.40% | 32.40%-9.0pp | 38.78%-15.4pp | 578.55%-555.2pp |
| Employer contribution / active EE | $884 | $3,205-72.4% | $2,568-65.6% | $4,876-81.9% |
| Participant deferral / active EE | $3,898 | $4,242-8.1% | $3,537+10.2% | $5,439-28.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |