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 | $30,139 | $57,281-47.4% | $86,612-65.2% | $75,163-59.9% |
| Participation rate | 46.2% | 63.2%-17.0pp | 71.7%-25.5pp | 67.2%-21.0pp |
| Annual return | 14.30% | 2670.75%-2656.4pp | 591.07%-576.8pp | 160.62%-146.3pp |
| Employer contribution / active EE | $913 | $2,314-60.6% | $3,022-69.8% | $2,670-65.8% |
| Participant deferral / active EE | $2,697 | $3,318-18.7% | $4,438-39.2% | $4,125-34.6% |
| Admin fee / account holder | $120 | $4,112-97.1% | $5,614-97.9% | $5,651-97.9% |