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 | $16,709 | $60,124-72.2% | $90,404-81.5% | $79,858-79.1% |
| Participation rate | 26.3% | 65.0%-38.7pp | 72.7%-46.4pp | 69.6%-43.3pp |
| Annual return | 17.88% | 71.94%-54.1pp | 1293.02%-1275.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $540 | $2,068-73.9% | $3,262-83.4% | $2,471-78.1% |
| Participant deferral / active EE | $1,995 | $2,938-32.1% | $3,963-49.7% | $3,740-46.7% |
| Admin fee / account holder | $33 | $3,976-99.2% | $5,611-99.4% | $5,306-99.4% |