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 | $32,333 | $176,662-81.7% | $130,648-75.3% | $152,861-78.8% |
| Participation rate | 4.8% | 79.0%-74.2pp | 71.7%-67.0pp | 82.4%-77.7pp |
| Annual return | 31.35% | 2692.24%-2660.9pp | 1708.96%-1677.6pp | 345.32%-314.0pp |
| Employer contribution / active EE | $171 | $5,742-97.0% | $4,092-95.8% | $4,762-96.4% |
| Participant deferral / active EE | $343 | $4,361-92.1% | $3,603-90.5% | $5,850-94.1% |
| Admin fee / account holder | $109 | $7,133-98.5% | $5,464-98.0% | $11,596-99.1% |