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 | $32,577 | $65,409-50.2% | $98,442-66.9% | $85,850-62.1% |
| Participation rate | 45.5% | 65.0%-19.5pp | 73.3%-27.9pp | 69.3%-23.9pp |
| Annual return | 24.67% | 21.76%+2.9pp | 1492.73%-1468.1pp | 318.53%-293.9pp |
| Employer contribution / active EE | $239 | $2,168-89.0% | $2,960-91.9% | $2,565-90.7% |
| Participant deferral / active EE | $1,541 | $3,166-51.3% | $4,276-64.0% | $3,952-61.0% |
| Admin fee / account holder | $228 | $4,593-95.0% | $5,949-96.2% | $6,260-96.4% |