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 | $38,655 | $100,852-61.7% | $90,404-57.2% | $158,922-75.7% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 15.68% | 1724.20%-1708.5pp | 1293.02%-1277.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $608 | $3,689-83.5% | $3,262-81.4% | $4,761-87.2% |
| Participant deferral / active EE | $1,519 | $4,348-65.1% | $3,963-61.7% | $5,982-74.6% |
| Admin fee / account holder | $284 | $6,501-95.6% | $5,611-94.9% | $11,246-97.5% |