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 | $31,300 | $70,756-55.8% | $65,493-52.2% | $142,382-78.0% |
| Participation rate | 52.9% | 77.4%-24.4pp | 73.1%-20.2pp | 80.1%-27.2pp |
| Annual return | 16.55% | 1754.89%-1738.3pp | 982.45%-965.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,265 | $4,637-72.7% | $3,961-68.1% | $6,507-80.6% |
| Admin fee / account holder | $37 | $6,559-99.4% | $5,028-99.3% | $12,624-99.7% |