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 | $20,662 | $105,998-80.5% | $92,233-77.6% | $147,584-86.0% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 19.77% | 50.05%-30.3pp | 176.28%-156.5pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,559 | $4,333-40.9% | $3,679-30.5% | $4,876-47.5% |
| Participant deferral / active EE | $3,126 | $4,478-30.2% | $3,897-19.8% | $5,439-42.5% |
| Admin fee / account holder | $108 | $6,332-98.3% | $5,194-97.9% | $10,885-99.0% |