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 | $70,530 | $73,515-4.1% | $62,995+12.0% | $147,584-52.2% |
| Participation rate | 46.7% | 77.9%-31.2pp | 74.8%-28.1pp | 82.8%-36.2pp |
| Annual return | 23.41% | 175.43%-152.0pp | 87.57%-64.2pp | 578.55%-555.1pp |
| Employer contribution / active EE | $573 | $3,320-82.7% | $2,759-79.2% | $4,876-88.3% |
| Participant deferral / active EE | $1,843 | $4,185-56.0% | $3,329-44.7% | $5,439-66.1% |
| Admin fee / account holder | $259 | $5,953-95.6% | $3,600-92.8% | $10,885-97.6% |