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 | $32,406 | $73,515-55.9% | $62,995-48.6% | $147,584-78.0% |
| Participation rate | 46.7% | 77.9%-31.2pp | 74.8%-28.1pp | 82.8%-36.2pp |
| Annual return | 20.06% | 175.43%-155.4pp | 87.57%-67.5pp | 578.55%-558.5pp |
| Employer contribution / active EE | $699 | $3,320-78.9% | $2,759-74.6% | $4,876-85.7% |
| Participant deferral / active EE | $1,945 | $4,185-53.5% | $3,329-41.6% | $5,439-64.2% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |