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 | $46,157 | $70,606-34.6% | $53,898-14.4% | $142,382-67.6% |
| Participation rate | 57.9% | 63.7%-5.8pp | 55.0%+2.9pp | 80.1%-22.2pp |
| Annual return | 13.24% | 619.81%-606.6pp | 528.60%-515.4pp | 217.08%-203.8pp |
| Employer contribution / active EE | $782 | $1,202-35.0% | $932-16.1% | $4,299-81.8% |
| Participant deferral / active EE | $4,467 | $2,364+88.9% | $1,826+144.6% | $6,507-31.4% |
| Admin fee / account holder | $277 | $2,852-90.3% | $2,491-88.9% | $12,624-97.8% |