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 | $25,179 | $99,877-74.8% | $84,966-70.4% | $145,922-82.7% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-21.9pp |
| Annual return | 62.42% | 83.76%-21.3pp | 66.38%-4.0pp | 561.29%-498.9pp |
| Employer contribution / active EE | $640 | $3,231-80.2% | $2,727-76.5% | $4,660-86.3% |
| Participant deferral / active EE | $1,082 | $5,291-79.5% | $4,519-76.0% | $6,688-83.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |