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 | $35,109 | $60,124-41.6% | $90,404-61.2% | $79,858-56.0% |
| Participation rate | 48.9% | 65.0%-16.0pp | 72.7%-23.7pp | 69.6%-20.7pp |
| Annual return | 18.02% | 71.94%-53.9pp | 1293.02%-1275.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $924 | $2,068-55.3% | $3,262-71.7% | $2,471-62.6% |
| Participant deferral / active EE | $1,636 | $2,938-44.3% | $3,963-58.7% | $3,740-56.3% |
| Admin fee / account holder | $268 | $3,976-93.3% | $5,611-95.2% | $5,306-95.0% |