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 | $24,290 | $34,934-30.5% | $56,411-56.9% | $74,495-67.4% |
| Participation rate | 17.7% | 32.8%-15.1pp | 52.5%-34.8pp | 67.2%-49.5pp |
| Annual return | 14.35% | 25.94%-11.6pp | 1701.33%-1687.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $398 | $609-34.6% | $1,039-61.6% | $2,623-84.8% |
| Participant deferral / active EE | $528 | $1,170-54.9% | $1,952-73.0% | $4,346-87.9% |
| Admin fee / account holder | $209 | $2,364-91.2% | $2,829-92.6% | $1,942-89.2% |