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 | $57,214 | $73,515-22.2% | $62,995-9.2% | $147,584-61.2% |
| Participation rate | 18.2% | 77.9%-59.7pp | 74.8%-56.6pp | 82.8%-64.6pp |
| Annual return | 17.23% | 175.43%-158.2pp | 87.57%-70.3pp | 578.55%-561.3pp |
| Employer contribution / active EE | $512 | $3,320-84.6% | $2,759-81.4% | $4,876-89.5% |
| Participant deferral / active EE | $1,655 | $4,185-60.5% | $3,329-50.3% | $5,439-69.6% |
| Admin fee / account holder | $17 | $5,953-99.7% | $3,600-99.5% | $10,885-99.8% |