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 | $28,587 | $108,642-73.7% | $74,701-61.7% | $152,861-81.3% |
| Participation rate | 57.1% | 65.3%-8.2pp | 54.5%+2.7pp | 82.4%-25.3pp |
| Annual return | 22.61% | 114.06%-91.5pp | 752.92%-730.3pp | 345.32%-322.7pp |
| Employer contribution / active EE | $534 | $1,503-64.4% | $1,084-50.7% | $4,762-88.8% |
| Participant deferral / active EE | $1,823 | $2,712-32.8% | $1,964-7.2% | $5,850-68.8% |
| Admin fee / account holder | $9 | $4,902-99.8% | $3,333-99.7% | $11,596-99.9% |