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 | $34,683 | $202,318-82.9% | $172,739-79.9% | $152,861-77.3% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 27.14% | 1029.65%-1002.5pp | 802.84%-775.7pp | 345.32%-318.2pp |
| Employer contribution / active EE | $1,976 | $5,856-66.2% | $5,143-61.6% | $4,762-58.5% |
| Participant deferral / active EE | $2,797 | $5,948-53.0% | $5,198-46.2% | $5,850-52.2% |
| Admin fee / account holder | $122 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |