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 | $20,624 | $83,902-75.4% | $167,512-87.7% | $84,808-75.7% |
| Participation rate | 23.5% | 66.5%-42.9pp | 77.1%-53.5pp | 68.3%-44.8pp |
| Annual return | 22.71% | 91.55%-68.8pp | 1615.79%-1593.1pp | 40.90%-18.2pp |
| Employer contribution / active EE | $518 | $2,264-77.1% | $3,882-86.7% | $2,631-80.3% |
| Participant deferral / active EE | $1,453 | $4,442-67.3% | $6,405-77.3% | $4,212-65.5% |
| Admin fee / account holder | $198 | $7,915-97.5% | $9,769-98.0% | $7,344-97.3% |