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 | $10,164 | $76,738-86.8% | $56,411-82.0% | $145,922-93.0% |
| Participation rate | 21.7% | 63.2%-41.5pp | 52.5%-30.7pp | 80.3%-58.5pp |
| Annual return | 13.21% | 2994.23%-2981.0pp | 1701.33%-1688.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $171 | $1,380-87.6% | $1,039-83.6% | $4,660-96.3% |
| Participant deferral / active EE | $646 | $2,623-75.4% | $1,952-66.9% | $6,688-90.3% |
| Admin fee / account holder | $37 | $3,334-98.9% | $2,829-98.7% | $13,397-99.7% |