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 | $24,518 | $108,642-77.4% | $74,701-67.2% | $152,861-84.0% |
| Participation rate | 33.3% | 65.3%-32.0pp | 54.5%-21.1pp | 82.4%-49.1pp |
| Annual return | 20.18% | 114.06%-93.9pp | 752.92%-732.7pp | 345.32%-325.1pp |
| Employer contribution / active EE | $600 | $1,503-60.0% | $1,084-44.6% | $4,762-87.4% |
| Participant deferral / active EE | $1,610 | $2,712-40.6% | $1,964-18.0% | $5,850-72.5% |
| Admin fee / account holder | $27 | $4,902-99.5% | $3,333-99.2% | $11,596-99.8% |