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 | $19,938 | $104,907-81.0% | $84,611-76.4% | $152,861-87.0% |
| Participation rate | 38.9% | 74.8%-35.9pp | 68.2%-29.3pp | 82.4%-43.6pp |
| Annual return | 28.26% | 373.79%-345.5pp | 258.74%-230.5pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,337 | $3,302-59.5% | $2,652-49.6% | $4,762-71.9% |
| Participant deferral / active EE | $1,631 | $4,688-65.2% | $3,899-58.2% | $5,850-72.1% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |