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 | $32,269 | $104,907-69.2% | $84,611-61.9% | $152,861-78.9% |
| Participation rate | 12.5% | 74.8%-62.3pp | 68.2%-55.7pp | 82.4%-69.9pp |
| Annual return | 27.74% | 373.79%-346.0pp | 258.74%-231.0pp | 345.32%-317.6pp |
| Employer contribution / active EE | $290 | $3,302-91.2% | $2,652-89.1% | $4,762-93.9% |
| Participant deferral / active EE | $930 | $4,688-80.2% | $3,899-76.1% | $5,850-84.1% |
| Admin fee / account holder | $39 | $6,241-99.4% | $4,912-99.2% | $11,596-99.7% |