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 | $19,840 | $112,881-82.4% | $90,951-78.2% | $158,922-87.5% |
| Participation rate | 40.9% | 74.7%-33.8pp | 69.0%-28.1pp | 82.0%-41.0pp |
| Annual return | 28.44% | 215.79%-187.4pp | 134.60%-106.2pp | 302.83%-274.4pp |
| Employer contribution / active EE | $608 | $2,893-79.0% | $2,122-71.4% | $4,761-87.2% |
| Participant deferral / active EE | $1,117 | $4,128-72.9% | $3,373-66.9% | $5,982-81.3% |
| Admin fee / account holder | $5 | $8,041-99.9% | $5,959-99.9% | $11,246-100.0% |