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 | $14,868 | $73,515-79.8% | $62,995-76.4% | $147,584-89.9% |
| Participation rate | 15.4% | 77.9%-62.5pp | 74.8%-59.4pp | 82.8%-67.4pp |
| Annual return | 35.58% | 175.43%-139.8pp | 87.57%-52.0pp | 578.55%-543.0pp |
| Employer contribution / active EE | $608 | $3,320-81.7% | $2,759-78.0% | $4,876-87.5% |
| Participant deferral / active EE | $754 | $4,185-82.0% | $3,329-77.4% | $5,439-86.1% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |