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 | $21,667 | $58,927-63.2% | $76,817-71.8% | $72,985-70.3% |
| Participation rate | 50.7% | 67.3%-16.7pp | 72.1%-21.4pp | 69.5%-18.8pp |
| Annual return | 29.71% | 2305.64%-2275.9pp | 1166.11%-1136.4pp | 81.00%-51.3pp |
| Employer contribution / active EE | $1,308 | $1,787-26.8% | $2,302-43.2% | $2,440-46.4% |
| Participant deferral / active EE | $2,748 | $2,690+2.1% | $3,336-17.6% | $3,607-23.8% |
| Admin fee / account holder | $280 | $4,013-93.0% | $6,420-95.6% | $5,124-94.5% |